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
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |