Charles
Palmer

Morgan Stanley

CRD#869288
Investment Advisor
in Carlsbad, CA
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About this Advisor

Charles Palmer is a financial advisor who lives in Carlsbad, California. Currently a registered investment advisor at Morgan Stanley, they have accumulated 11 years of professional experience in the financial advisory industry. Palmer has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Palmer can serve clients based out of California and Texas. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley & Co., Inc and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Carlsbad, California, and has 702 other brick-and-mortar locations in the country. In aggregate, Morgan Stanley oversees $735 billion in assets throughout 1,724,668 accounts and retains more than 26,000 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

5796 Armada Drive Suite 200
Carlsbad, CA 92008

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

CA Average: $7,464,549,021
Total Number of Employees

26,000

CA Average: 88
Total Number of Accounts

1,815,592

CA Average: 3,892
Average Account Size

$401,659

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Charles Palmer Work History

Charles has 11 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2009 - Present (10 years)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

Morgan Stanley & Co., Inc

Disclosures

Charles Palmer has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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