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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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Charles Palmer Work History
Charles has 11 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Charles Palmer has disclosures.
Please visit their SEC profile for more details.