SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
Tel: 813-443-0879 10015 Gallant Lane Tampa, Florida 33625
About SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC is a Tampa, Florida based financial advisory firm with nearly $152,033,063 in assets under management and provides investment advisory services for 670 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
187519
Firm SEC#:
801-117852
Assets Under Management:
$152,033,063
No. of Clients:
670
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Publication of periodicals and newsletters, Education seminars/workshops
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