Carl Palmer is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 1 years of industry experience. Carl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1 Edison Drive, Alpharetta, GA, 30005
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Regulatory History (4)
Judgment / Lien
May 2025Judgment / Lien
May 2025Judgment / Lien
June 2024Judgment / Lien
April 2024Other Business Activities
Carl is a sole proprietor/owner of an Amway retail/online store since 2020. He dedicates about 10-20% of his time to customer service after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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