Michael
Abbott

Sandy Morris Financial & Estate Planning Services, LLC

CRD#6575921
Investment Advisor
in Tampa, FL

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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

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10015 Gallant Lane
Tampa, FL 33625

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Sandy Morris Financial & Estate Planning Services, LLC Brokerage Details

Total Assets Under Management

$137,599,857

FL Average: $1,855,561,029
Total Number of Employees

6

FL Average: 62
Total Number of Accounts

864

FL Average: 2,474
Average Account Size

$159,259

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Abbott Work History

2021 - Present (3 years)

Walser Wealth Manageement Company, A Limited Liability Company

2019 - 2020 (1 year)

Pruco Securities LLC

2019 - 2020 (1 year)

The Prudential Insurance Company Of America

2015 - 2019 (4 years)

T Rowe Price

2015 - 2016 (1 year)

Fly Bar And Restaurant

2012 - 2015 (3 years)

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

Andrew Gibbons
Bradenton, FL
Kamil Polkowski
Tampa, FL
Michael Abbott
Tampa, FL
Sandeva Morris
Tampa, FL
William Blackston
Tampa, FL
Steven Zanolli
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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