CRD: 187519
Sandy Morris Financial & Estate Planning Services, LLC
$183.1M Total AUM
$183.1M Disc. AUM
13.1% 3Y CAGR
8 Employees
767 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2016
- Office Locations
- 1
Office Locations
10015 Gallant Lane Tampa FL
About Sandy Morris Financial & Estate Planning Services, LLC
Tampa, FL-based Sandy Morris Financial & Estate Planning Services provides comprehensive financial and estate planning, tax and retirement planning, and insurance guidance alongside discretionary asset management. The firm appears to build portfolios primarily with ETFs, with additional use of private funds and fixed income. Custody includes Charles Schwab.
Team overview
50 AVG AGE
$61.0M AVG AUM / ADVISOR
$238.8K AVG AUM / CLIENT
5.4 yrs AVG TENURE
8 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SANDEVA O'BRYAN MORRIS
Investment Advisor, Owner
- CRD
- #4637943
- Ownership
- 75% or more
Available
Available
Available
S
Steven Joseph Zanolli
Chief Compliance Officer
- CRD
- #4253364
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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A
Anthony Vincent DiMeglio
--
- CRD
- #7472575
Available
Available
Available
F
Fouad Shahin
--
- CRD
- #6793763
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,125,945 | $178,834 |
| Non-Discretionary | $0 | -- |
| Total | $183,125,945 | $178,834 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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