Sandra Morrison
Investment adviser representative at Smi Advisory Services, LLC
15 yearsExperience
1 stateRegistered in
$949MFirm assets
20 yearsFirm in business
Are you Sandra Morrison? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Unified Financial SecuritiesApr 2014 to now
- Smi Advisory Services, LLCJun 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (IN).
Smi Advisory Services, LLC
$949MAssets managed
1,083Clients
7Advisers
20 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
- 6113277
- Firm CRD
- 137872