Sandy Morris Financial & Estate Planning Services, Llc, FL — Investment Adviser | BuildTrust

Active

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

Investment AdviceTAMPA, FL

Assets Under Management

$152M

Total AUM

Donut chart: Discretionary 152.0M
Category	Value
Discretionary	152.0M

Adviser Information

Field	Value
CRD Number	187519
SEC Number	801-117852
Street Address	10015 GALLANT LANE
Location	TAMPA, FL 33625
Country	United States
Phone	813-443-0879
Fax	813-644-7227
Total Employees	10

Client Count by Type (670 Total)

Horizontal bar chart: Individuals (other than H… 644, High Net Worth Individual… 26
Category	Value
Individuals (other than H…	644
High Net Worth Individual…	26