SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 187519). Regulatory assets under management: $183.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Corporations.
| Name | Role | Location |
|---|---|---|
| Sandeva O'Bryan Morris | OWNER | — |
| Steven Joseph Zanolli | CHIEF COMPLIANCE OFFICER | — |
| MORRIS SANDEVA O'BRYAN | OWNER | — |
| ZANOLLI STEVEN JOSEPH | CHIEF COMPLIANCE OFFICER | — |