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Sandy Morris Financial & Estate Planning Services, LLC

● SEC registered since 2020CRD 187519SEC# 801-117852Tampa, FL
Export (members)
Reg. AUM
$183.1M
Employees
8
Accounts
1,024
Location
Tampa, FL

Sandy Morris Financial & Estate Planning Services, LLC assets under management

Sandy Morris Financial & Estate Planning Services, LLC is a registered investment adviser overseen by the SEC based in Tampa, FL. The firm has been registered since 2020. It reports $183.1 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/smfprivatewealthView on SEC.gov ↗

Sandy Morris Financial & Estate Planning Services, LLC owners & executives

2 reported
NameTitleOwnershipSince
Sandeva O'Bryan Morris ControlOwnerOver 75%2015
Steven Joseph Zanolli ControlChief Compliance OfficerUnder 5%2015

Frequently asked questions

How much does Sandy Morris Financial & Estate Planning Services, LLC manage?

Sandy Morris Financial & Estate Planning Services, LLC reports $183.1 million in regulatory assets under management on its Form ADV.

How many employees does Sandy Morris Financial & Estate Planning Services, LLC have?

Sandy Morris Financial & Estate Planning Services, LLC reports 8 employees.

Where is Sandy Morris Financial & Estate Planning Services, LLC located?

Sandy Morris Financial & Estate Planning Services, LLC is based in Tampa, FL and has been SEC-registered since 2020.

Does Sandy Morris Financial & Estate Planning Services, LLC disclose fund performance?

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.

Contact & registration

Address10015 Gallant Lane, Tampa, FL 33625
Phone813-443-0879
Fax813-644-7227
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$183.1M▲ 20%
Feb '25 — $152MMar '25 — $152MApr '25 — $152MMay '25 — $152MJun '25 — $152MJul '25 — $152MAug '25 — $152MSep '25 — $152MOct '25 — $152MNov '25 — $152MDec '25 — $152MJan '26 — $152MFeb '26 — $152MMar '26 — $183.1MApr '26 — $183.1MMay '26 — $183.1MJun '26 — $183.1M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$183.1Mregulatory AUM
Discretionary $183.1M