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Holly Tilford is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1201 Wills Street, Suite 700, Baltimore, MD, 21231
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Regulatory History (1)
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Customer Dispute
August 2010Settled
Other 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
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
January 1999 - June 2009 · 10 yrs 5 mos
Citigroup Global Markets INC.Broker
June 1997 - June 2009 · 12 yrs
State Registrations16 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.