Holly Tilford is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 29 years of industry experience. Holly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1201 Wills Street, Suite 700, Baltimore, MD, 21231
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Regulatory History (1)
Customer Dispute
August 2010Other Business Activities
Holly is involved in real estate purchase through Tilford Neal Cape House LLC since 2015. She also serves on the Investment Committee and as a Board Member for the Thomas J ONeill Catholic Health Care Fund, dedicating minimal time to this role.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations17 states
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
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