Stephen Palmer Collier

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

• 11/2016 → 09/2018
  E*Trade Securities Llc
  Sandy, UT
• 09/2015 → 11/2016
  Discover Financial Services
  West Valley, UT
• 09/2018 → 08/2021
  E*Trade Securities Llc
  Sandy, UT
• 08/2021 → 09/2025
  E*Trade Securities Llc
  Sandy, UT
• 01/2023 → 09/2025
  Morgan Stanley
  Sandy, UT
• 09/2023 → Present
  Morgan Stanley
  Sandy, UT

Other Businesses

(A) 1. Injection Plastics USA 2. Investment Related: No 3. 2180 S 300 W South Salt Lake, UT 84115 4. Small plastic parts injection molding 5. General Partner 6. 07/13/2020 7. Hours devoted to business: 10 8. Hours devoted during Securities business: 0 9. -Assisting in developing creating a web page -Researching global import/export trends for small plastic parts -Reach out and connect with small plastic parts distributors and retailers to identify potential opportunities. -Offer domestic production service to retailers who are unable to import plastic parts internationally. -Assist in scheduling and delivering plastic parts.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-01
• S63 Uniform Securities Agent State Law Examination
  2017-01-31