Carl Palmer is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 1 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
1 Edison Drive, Alpharetta, GA, 30005
Get directionsHistory
Regulatory History (4)
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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
March 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
January 2025 - Present · 1 yr 6 mos
State Registrations1 state
GA
AdvisorBrokerBoth
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
No exam information available for this advisor.