SEC Form ADV

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

Registered Investment AdviserFL
$183.1M
Assets Under Management
1,024
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-187519
Location
TAMPA, FL
Filing Date
March 3, 2026
AUM
$183.1M
Total Clients
1,024
Amendment
No

About this Adviser

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC is a registered investment adviser headquartered in TAMPA, FL, managing approximately $183.1M in assets across 1,024 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.