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).

Current Firm Details
10015 Gallant Lane, Tampa, FL 33625
http://www.sandymorrisfinancial.com
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    779
    ACCOUNTS
  • Average Account Value
    $70,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Sandy Morris Financial & Estate Planning Services, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Ryan O' Leary, financial advisor Tampa FL
Ryan P. O' Leary
CRD#: 4463887
10015 Gallant Lane, Tampa, FL 33625
96
Wealthminder
score

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.

2
Crystal Lewis, financial advisor Tampa FL
Crystal M. Lewis
CRD#: 4062780
10015 Gallant Lane, Tampa, FL 33625
93
Wealthminder
score

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.

3
Steven Zanolli, financial advisor Tampa FL
Steven J. Zanolli
CRD#: 4253364
10015 Gallant Lane, Tampa, FL 33625
93
Wealthminder
score

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.

4
Alexander Skijus, financial advisor Tampa FL
Alexander M. Skijus
CRD#: 6450618
10015 Gallant Lane, Tampa, FL 33625
90
Wealthminder
score

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.

5
Jeffrey Bryen, financial advisor Sarasota FL
Jeffrey A. Bryen
CRD#: 4060063
6151 Lake Osprey Drive, Sarasota, FL 34240
83
Wealthminder
score

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.

6
Sandeva Morris, financial advisor Tampa FL
Sandeva O. Morris
CRD#: 4637943
10015 Gallant Lane, Tampa, FL 33625
73
Wealthminder
score

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.

7
Scott Greene, financial advisor Tampa FL
Scott E. Greene
CRD#: 3132867
10015 Gallant Lane, Tampa, FL 33625
51
Wealthminder
score

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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