Sandy Morris Financial & Estate Planning Services, LLC
Sandy Morris Financial & Estate Planning Services, LLC (CRD# 187519) is a financial advisory firm headquartered in Tampa, FL. They manage $54,793,670 in 779 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management55MILLION
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Total Number of Accounts779ACCOUNTS
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Average Account Value$70,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

FL
Ryan O' Leary (CRD# 4463887) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 15 years of experience in the finance industry. Ryan O' Leary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Crystal Lewis (CRD# 4062780) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 17 years of experience in the finance industry.
Steven Zanolli (CRD# 4253364) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 16 years of experience in the finance industry.
Alexander Skijus (CRD# 6450618) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 3 years of experience in the finance industry.
Jeffrey Bryen (CRD# 4060063) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Sarasota, FL and has over 18 years of experience in the finance industry.
Sandeva Morris (CRD# 4637943) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 7 years of experience in the finance industry.
Scott Greene (CRD# 3132867) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 2 years of experience in the finance industry.