| Name | Title | Ownership | Since |
|---|---|---|---|
| Sandeva O'Bryan Morris Control | Owner | Over 75% | 2015 |
| Steven Joseph Zanolli Control | Chief Compliance Officer | Under 5% | 2015 |
Sandy Morris Financial & Estate Planning Services, LLC reports $152 million in regulatory assets under management on its Form ADV.
Sandy Morris Financial & Estate Planning Services, LLC reports 10 employees.
Sandy Morris Financial & Estate Planning Services, LLC is based in Tampa, FL and has been SEC-registered since 2020.
Sandy Morris Financial & Estate Planning Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10015 Gallant Lane, Tampa, FL 33625 |
| Phone | 813-443-0879 |
| Fax | 813-644-7227 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $152M |
| Non-discretionary | $0 |
| Total (RAUM) | $152M |