Sandy Morris Financial & Estate Planning Services, LLC
Sandy Morris Financial & Estate Planning Services, LLC is an SEC-registered mass-market adviser in Tampa, FL with $183.1M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Sandy Morris Financial & Estate Planning Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 187519, SEC 801-117852, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $183.1M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Tampa, FL
- Employees
- 8
- Clients
- 767
- CRD
- 187519
- Ownership
- ZANOLLI, STEVEN, JOSEPH; MORRIS, SANDEVA, O'BRYAN
How much AUM does Sandy Morris Financial & Estate Planning Services, LLC have?
Sandy Morris Financial & Estate Planning Services, LLC reported $183.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Sandy Morris Financial & Estate Planning Services, LLC?
Disclosed owners and executives of Sandy Morris Financial & Estate Planning Services, LLC include ZANOLLI, STEVEN, JOSEPH, MORRIS, SANDEVA, O'BRYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.