SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

TAMPA, Florida·2 registered advisors·CRD# 187519
SEC# 801-1178520813-443-0879
01

Firm Overview

AUM
$138M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment Management
04

Advisors at SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

2 registered advisors
Sandeva O'bryan Morris
TAMPA, Florida
Steven Joseph Zanolli
TAMPA, Florida
05

Office Locations

TAMPA, Florida
2 advisors

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Data sourced from SEC Form ADV filings. SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC (CRD# 187519) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.