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SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

TAMPA, FL · CRD 187519 · IAPD ↗ · 813-443-0879

$183.1MRegulatory AUM
3Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
March 2025 — SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.