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SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
CRD 187519 · SEC 801-117852
10015 GALLANT LANE, TAMPA, FL, 33625, United States
Phone
813-443-0879
Fax
813-644-7227
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$183.1M
Discretionary AUM
$183.1M
Team
8 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 722 | $113.7M |
| High net worth individuals | 45 | $69.5M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD