AB
AB

Annmarie Bilger

24 Years of Experience
Washington, DC
Broker

Annmarie Bilger is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 24 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
Loading...

Location

1775 I Street, North West, Suite 200, Washington, DC, 20006

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Annmarie is a board member of the Howard County Chamber of Commerce since May 2023, dedicating minimal time outside business hours. She also serves on the Howard County Flag Commission since January 2024, spending minimal time outside business hours.

Employment History
Current Registrations
Morgan StanleyBroker
December 2010 - Present · 15 yrs 7 mos
Morgan Stanley
January 2010 - Present · 16 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
February 2007 - December 2010 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
February 2006 - December 2010 · 4 yrs 10 mos
Legg Mason Wood Walker, IncorporatedBroker
February 2005 - February 2006 · 1 yr
Legg Mason Wood Walker, IncorporatedBroker
October 2000 - August 2004 · 3 yrs 10 mos
State Registrations32 states
ALAZCACODCDEFLGAIAIDILINKSLAMAMDMOMTNCNJNMNVNYOHORPASCTXUTVAWAWV
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.