AB
AB

Anna Bozhilova

18 Years of Experience
Tampa, FL
Broker

Anna Bozhilova is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 18 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

4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609

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

Anna works as a cycling instructor at Body Dynamics, Anytime Fitness, and Crunch Fitness, dedicating minimal time to each. Anna also owns real estate through Les Chateaux.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 2008 - June 2009 · 8 mos
Citigroup Global Markets INC.Broker
September 2008 - June 2009 · 9 mos
Citigroup Global Markets INC.
January 2008 - August 2008 · 7 mos
Citigroup Global Markets INC.Broker
November 2007 - August 2008 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Anna Bozhilova - Financial Advisor | TrueAdvisor