Michael
Abbott
Sandy Morris Financial & Estate Planning Services, LLC
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About this Advisor
Michael Abbott is a financial advisor based in Tampa, Florida, working with Sandy Morris Financial & Estate Planning Services, LLC. Michael has previously held positions at T Rowe Price, Fly Bar And Restaurant, Timpano Italian Chophouse, Pruco Securities LLC, The Prudential Insurance Company Of America, and Walser Wealth Management Company, A Limited Liability Company. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Michael is part of Sandy Morris Financial & Estate Planning Services, LLC, which operates out of Tampa, Florida. The firm has 6 employees and manages assets totaling $137.6 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sandy Morris Financial & Estate Planning Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Sandy Morris Financial & Estate Planning Services, LLC Brokerage Details
$137,599,857
6
864
$159,259
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Abbott Work History
Walser Wealth Manageement Company, A Limited Liability Company
Pruco Securities LLC
The Prudential Insurance Company Of America
T Rowe Price
Fly Bar And Restaurant
Timpano Italian Chophouse
Disclosures
Please visit the SEC profile of Michael Abbott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sandy Morris Financial & Estate Planning Services, LLC
Bradenton, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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