Holly Anna Tilford

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

• 04/1997 → Present
  Citigroup Global Markets Inc.
  Baltimore, MD
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Baltimore, MD
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1999-01-01 → 2009-06-01
  Citigroup Global Markets Inc.
  Baltimore, MD
  Baltimore, MD
  Baltimore, MD

Other Businesses

TILFORD NEAL CAPE HOUSE LLC- REAL ESTATE PURCHASE- EFFECITIVE 01/2015 *64735 - Thomas J ONeill Catholic Health Care Fund Investment Committee; Investment related No; Baltimore, Maryland; Health and Welfare; Investment Committee, Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2010; During business hours: 3; After business hours: 0; Investment Decisions/Advice

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-20
• S63 Uniform Securities Agent State Law Examination
  1997-06-02

Other Names

• Holly Anna Tilford
• Holly Anna Tilford
• Holly Anna Branger
• Holly Anna Branger