Adam Palmer is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
100 North Tampa Street, Suite 3000, Tampa, FL, 33602
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Regulatory History (1)
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Customer Dispute
June 2009Denied
Other Business Activities
Adam is the Chairman of the Board and on the Finance Committee for A Kid's Place of Tampa Bay, a non-profit helping at-risk siblings. He is also a Board Member on the Finance and Investment Committees for the YMCA, focusing on fundraising and business development.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2006 - June 2009 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
September 2006 - June 2009 · 2 yrs 9 mos
UBS Financial Services INC.Broker
May 2000 - September 2006 · 6 yrs 4 mos
UBS Financial Services INC.
May 2000 - September 2006 · 6 yrs 4 mos
J. B. Hanauer & CO.Broker
October 1996 - May 2000 · 3 yrs 7 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.