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Leeann Azzara

Morgan Stanley

Fort Lauderdale, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-24
CO RA APPROVED 2023-02-13
TX RA APPROVED 2023-02-13
  • FL RA
    APPROVED
    Since 2025-06-24
  • CO RA
    APPROVED
    Since 2023-02-13
  • TX RA
    APPROVED
    Since 2023-02-13

Branch Locations

350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company (Nextsource) Tallahassee FL 08/2017 05/2018
The Promotion Factory New York City NY 05/2017 08/2017
Galore Groupe New York City NY 05/2017 08/2017
N/A Tallahasee FL 12/2008 05/2017
N/A Tallahasee FL 05/2018 09/2018
Charles Schwab & Co., Inc. Denver CO 09/2018 02/2023
Charles Schwab Bank, Ssb Denver CO 12/2020 02/2023
Morgan Stanley Fort Lauderdale FL 02/2023 Present
Morgan Stanley Private Bank, N.A New York NY 02/2023 Present
  • 08/2017 → 05/2018
    New York Life Insurance Company (Nextsource)
    Tallahassee, FL
  • 05/2017 → 08/2017
    The Promotion Factory
    New York City, NY
  • 05/2017 → 08/2017
    Galore Groupe
    New York City, NY
  • 12/2008 → 05/2017
    N/A
    Tallahasee, FL
  • 05/2018 → 09/2018
    N/A
    Tallahasee, FL
  • 09/2018 → 02/2023
    Charles Schwab & Co., Inc.
    Denver, CO
  • 12/2020 → 02/2023
    Charles Schwab Bank, Ssb
    Denver, CO
  • 02/2023 → Present
    Morgan Stanley
    Fort Lauderdale, FL
  • 02/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-07
S63 Uniform Securities Agent State Law Examination 2019-03-18
  • S66 Uniform Combined State Law Examination
    2019-05-07
  • S63 Uniform Securities Agent State Law Examination
    2019-03-18

View on SEC IAPD

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