Allan Dillard House

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

• 10/2013 → 07/2019
  Brown Advisory, Llc
  Baltimore, MD
• 07/2019 → Present
  Morgan Stanley
  Baltimore, MD
• 08/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-11-08 → 2019-07-08
  Brown Advisory
  Baltimore, MD
• 2009-01-05 → 2013-02-28
  Santa Barbara Asset Management, Llc
  Los Angeles, CA
• 2006-08-08 → 2009-01-05
  Rittenhouse Asset Management, Inc.
  Radnor, PA

Other Businesses

1. *375457 - Friends School of Baltimore; Investment related Yes; City, Baltimore, MD; Member of the Investmement Committee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2014; During business hours: 0 3. *556216 - The Chesapeake Bay Trust ; Investment related - No ; Annapolis, Maryland ; Environmental ; Finance Committee:Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2023 ; During business hours : 1 ; After business hours : 1 ; Oversight as a non board member

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-07-25
• S65 Uniform Investment Adviser Law Examination
  2006-08-07

Other Names

• Allan Dillard House