Lee Moroz is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2021-09-03 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-07-12 | 2021-08-03 | — |