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Owner · Sandy Morris Financial & Estate Planning Services, LLC

Sandeva O. Morris

CRD 4637943 · Named on Form ADV at one SEC-registered adviser

At a glance

Sandy Morris Financial & Estate Planning Services, LLC, an SEC-registered wealth manager based in Tampa, FL with $183 million in regulatory assets, lists Sandeva O. Morris on its Form ADV as Owner, a control person.

Firms and roles

AtlasMembers

Sandeva’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Steven J. ZanolliChief Compliance Officer, Sandy Morris Financial & Estate Planning Services, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sandeva’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.