Charles
Palmer

Morgan Stanley

CRD#869288
Investment Advisor
in Carlsbad, CA

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About this Advisor

Charles Palmer is a financial advisor based out of Carlsbad, California, who has been in the financial industry for 10 years. Palmer is currently employed by Morgan Stanley. The advisor has gained experience at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Palmer has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Morgan Stanley is a company that has its headquarters in Carlsbad, California. The firm has offices in 702 locations and a total of 26,000 employees. It handles $729 billion in assets under management across its 1,815,592 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 268 charitable organizations. Morgan Stanley performs a number of services, such as 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. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Morgan Stanley can consist of 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 (5 years)

Morgan Stanley Private Bank, National Association

2009 - Present (11 years)

Morgan Stanley Smith Barney

Disclosures

Charles Palmer has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

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Evan Silverman
Mount Laurel, NJ
Anna Thackston
Mc Lean, VA
Astrid Nino
Miami, FL
Macy Bowen
Atlanta, GA
Tiany Eversley
Miami, FL
Diki Sherpa
South Jordan, UT

This content was compiled from the SEC and FINRA.

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