# SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 187519
- Type: SEC-registered investment adviser
- SEC file number: 801-117852
- Location: 10015 GALLANT LANE, TAMPA, FL, 33625
- Phone: 813-443-0879
- Latest filing: 2026-03-03
- Regulatory AUM: $183.1M
- Discretionary AUM: $183.1M
- Clients: 8
- Accounts: 1,024

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Corporations

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/187519/brochure
- Similar advisers: https://search.stillhousedata.com/firm/187519/similar
- Related entities: https://search.stillhousedata.com/firm/187519/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/187519

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.