Phoebe 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

• 09/2017 → 10/2019
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2017 → 03/2017
  Waste Management Symposia
  Tempe, AZ
• 01/2016 → 12/2016
  Aveda Red 115 Salon
  Flagstaff, AZ
• 05/2017 → 09/2017
  Unemployed
  Phoenix, AZ
• 08/2012 → 12/2016
  Northern Arizona University
  Flagstaff, AZ
• 10/2019 → 09/2020
  Solium Financial Services Llc
  Tempe, AZ
• 09/2020 → Present
  Morgan Stanley
  Portland, OR
• 04/2023 → Present
  E*Trade Securities Llc
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-03-13
• S63 Uniform Securities Agent State Law Examination
  2017-11-15

Other Names

• Phoebe Patricia Palmer
• Phoebe Palmer