Steven Joseph Zanolli
Investment adviser representative at Sandy Morris Financial & Estate Planning Services, LLC
14 yearsExperience
1 stateRegistered in
$183.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Enterprise, LLCNov 2024 to now
- Sandy Morris Financial & Estate Planning Services, LLCMay 2015 to now
- Pruco Securities LLCAug 2024 to Nov 2024
- Gf Investment Services, LLCFeb 2016 to Dec 2018
- Sandy Morris FinancialNov 2010 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sandy Morris Financial & Estate Planning Services, LLC
$183.1MAssets managed
767Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4253364
- Firm CRD
- 187519