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Brady Palmer

Morgan Stanley

Wellesley, MA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-10
CT RA APPROVED 2025-09-11
  • TX RA
    APPROVED
    Since 2025-10-10
  • CT RA
    APPROVED
    Since 2025-09-11

Branch Locations

112 Worcester Street, Wellesley, MA 02481 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Merrimack NH 06/2016 07/2017
Wolfetrap Grille & Rawbar Wolfeboro NH 08/2017 10/2017
John Hancock Boson MA 11/2017 03/2018
John Hancock Distrbutors Llc Boson MA 03/2018 11/2020
Morgan Stanley Wellesley MA 08/2025 Present
Mandmarblestone Group Philadelphia PA 11/2020 08/2025
Morgan Stanley Private Bank, N.A New York NY 09/2025 Present
  • 06/2016 → 07/2017
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 08/2017 → 10/2017
    Wolfetrap Grille & Rawbar
    Wolfeboro, NH
  • 11/2017 → 03/2018
    John Hancock
    Boson, MA
  • 03/2018 → 11/2020
    John Hancock Distrbutors Llc
    Boson, MA
  • 08/2025 → Present
    Morgan Stanley
    Wellesley, MA
  • 11/2020 → 08/2025
    Mandmarblestone Group
    Philadelphia, PA
  • 09/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-10
S63 Uniform Securities Agent State Law Examination 2016-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-10
  • S63 Uniform Securities Agent State Law Examination
    2016-09-19
Other Names
  • Brady Joseph Palmer
  • Brady J Palmer

View on SEC IAPD

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SLC MANAGEMENT
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
SAVANT WEALTH MANAGEMENT

Other Investors

JEFFREY CHARLES SMITH
CHRISTOPHER KARL GAFFNEY
SHAUN PATRICK THOMPSON
NEEL K. TIKU
ROBERTO MARIO PANDOLFI
ROBERT STEPHEN ROSELLI
PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

More in Wellesley, MA

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