RIA Intelligence

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

CRD #187519 SEC #801-117852 TAMPA, FL 813-443-0879
SEC Registered
Total AUM
$152M
Discretionary
$152M
Employees
10
Clients
0
Accounts
670

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 4, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
ZANOLLI, STEVEN, JOSEPHICHIEF COMPLIANCE OFFICERNA Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control
MORRIS, SANDEVA, O'BRYANIOWNERE Control

Registrations

Federal

IA
Jun 4, 2025 REGISTERED

Notice Filings (1)

FL

Address

10015 GALLANT LANE
TAMPA, FL 33625
United States
Phone: 813-443-0879