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Steven Joseph Zanolli

Chief Compliance OfficerSandy Morris Financial & Estate Planning Services, LLCCRD 4253364

About Steven Joseph Zanolli

Steven Joseph Zanolli is listed as Chief Compliance Officer at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Sandy Morris Financial & Estate Planning Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steven Joseph Zanolli work?

Steven Joseph Zanolli is listed as Chief Compliance Officer at Sandy Morris Financial & Estate Planning Services, LLC on SEC Form ADV.

How much of Sandy Morris Financial & Estate Planning Services, LLC does Steven Joseph Zanolli own?

Form ADV reports a beneficial ownership band of Under 5%.

Sandy Morris Financial & Estate Planning Services, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2015
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