Leeann Azzara (CRD# 7024225) is an Investment Advisor Representative working at Morgan Stanley in Denver, CO and has over 5 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Denver, CO | Feb 2023 - Current | 1 |
| Morgan Stanley Private Bank, N.a | New York, NY | Feb 2023 - Current | 1 |
| Charles Schwab Bank, Ssb | Denver, CO | Dec 2020 - Feb 2023 | 2 |
| Charles Schwab & Company, Inc. | Denver, CO | Sep 2018 - Feb 2023 | 4 |
| N/a | Tallahasee, FL | May 2018 - Sep 2018 | < 1 |
| New York Life Insurance Company (nextsource) | Tallahassee, FL | Aug 2017 - May 2018 | < 1 |
| The Promotion Factory | New York City, NY | May 2017 - Aug 2017 | < 1 |
| Galore Groupe | New York City, NY | May 2017 - Aug 2017 | < 1 |
| N/a | Tallahasee, FL | Dec 2008 - May 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- CO
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.