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Financial ADVSR advisor directory · SEC adviser records

Sandy Morris Financial & Estate Planning Services, LLC financial advisors in Tampa, FL

Every SEC-registered investment adviser representative at a Sandy Morris Financial & Estate Planning Services, LLC office in Tampa, A to Z.

The short answer

3 registered advisors work at Sandy Morris Financial & Estate Planning Services, LLC in Tampa, out of 3 at the firm nationwide; it ranks number 100 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Sandy Morris Financial & Estate Planning Services, LLC advisors in Tampa, A to Z

Every Sandy Morris Financial & Estate Planning Services, LLC advisor →

Sandy Morris Financial & Estate Planning Services, LLC advisors in every city and state →Sandy Morris Financial & Estate Planning Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Tampa

All Tampa advisors →

Fisher Investments 374Morgan Stanley 297J. W. Cole Advisors, Inc. 228Concurrent Investment Advisors, LLC 125Merrill Lynch, Pierce, Fenner & Smith Incorporated 107LPL Financial LLC 89Independent Financial Partners 82Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 70Ameriprise Financial Services, LLC 63Wells Fargo Clearing Services, LLC 60Calton & Associates, Inc. 56

Questions

How many financial advisors does Sandy Morris Financial & Estate Planning Services, LLC have in Tampa?

3 investment adviser representatives are registered at Sandy Morris Financial & Estate Planning Services, LLC offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Sandy Morris Financial & Estate Planning Services, LLC one of the largest advisor employers in Tampa?

Sandy Morris Financial & Estate Planning Services, LLC ranks number 100 in Tampa by registered advisors; Fisher Investments has the most, with 374.

How do I check a Sandy Morris Financial & Estate Planning Services, LLC advisor in Tampa?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sandy Morris Financial & Estate Planning Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.