Michael David Palmer

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 05/2021
  Bbva Securities Inc.
  Fort Worth, TX
• 08/2019 → 05/2021
  Bbva Usa
  Birmingham, AL
• 09/2013 → 07/2019
  J. P. Morgan Chase Bank, N. A.
  Fort Worth, TX
• 09/2013 → 07/2019
  J.P. Morgan Securities Llc
  Fort Worth, TX
• 06/2021 → Present
  Morgan Stanley Smith Barney Llc
  Fort Worth, TX
• 06/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-13
• S63 Uniform Securities Agent State Law Examination
  2014-01-06

Other Names

• Michael Palmer
• Michael David Palmer
• Michael D Palmer