Sandy Morris Financial & Estate Planning Services, LLC

CRD 187519 · Tampa, FL · $183.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 187519
SEC number: 801-117852
Firm type: RIA
Assets under management: $183.1M as of Mar 3, 2026
Website: www.linkedin.com/company/smfprivatewealth ↗
Phone: 813-443-0879
Address: 10015 Gallant Lane, Tampa, FL, 33625

Advisors at this firm

4 in our index · page 1 of 1

Anthony Vincent DimeglioCRD 7472575 · Tampa, FL

IA RegisteredRegistration inactive
Sandeva O'bryan MorrisCRD 4637943 · Tampa, FL

IA Registered

Disclosure event(s) on record
Fouad ShahinCRD 6793763 · Tampa, FL

IA RegisteredRegistration inactive
Steven Joseph ZanolliCRD 4253364 · Tampa, FL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 187519 ↗ FINRA BrokerCheck record for firm CRD 187519 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.