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 $137,599,857 in 864 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    864
    ACCOUNTS
  • Average Account Value
    $159,259
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
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 - 3 of 3 top financial advisors.
1
William A. Blackston
CRD#: 5898822
10015 Gallant Lane, Tampa, FL 33625

William Blackston (CRD# 5898822) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 12 years of experience in the finance industry.

2
Sandeva O. Morris
CRD#: 4637943
10015 Gallant Lane, Tampa, FL 33625

Sandeva Morris (CRD# 4637943) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 13 years of experience in the finance industry.

3
Steven Zanolli
CRD#: 4253364
10015 Gallant Lane, Tampa, FL 33625

Steven Zanolli (CRD# 4253364) is an Investment Advisor Representative working at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, FL and has over 22 years of experience in the finance industry.

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