Unclaimed Profile

Sandeva O'bryan Morris

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC·TAMPA, Florida

Series 6, Series 6515 years registeredSANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

10015 GALLANT LANE, TAMPA, FL 33625CRD# 4637943Firm CRD# 187519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sandeva O'bryan Morris · TAMPA, FL

Registration

CRD #4637943 · SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC · 15 years registered

Brand Profile

Not yet started

Career History

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

Jan 2016 – present

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Apr 2011 – Jan 2017

TAMPA, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 65

Registration record

First registered · April 13, 2011

Years registered · 15

Disclosure History

2007Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

CRD 187519 · SEC 801-117852

AUM

$138M

Regulatory assets under management

Employees

864 client accounts

Services offered by SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Sandeva O'bryan Morris offer?

Sandeva O'bryan Morris specializes in Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Sandeva O'bryan Morris's credentials?

Sandeva O'bryan Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sandeva O'bryan Morris located?

Sandeva O'bryan Morris is based in TAMPA, Florida, working with SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Sandeva O'bryan Morris charge for services?

Sandeva O'bryan Morris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC?

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC has approximately 6 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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