Ron Bezoza
Investment adviser representative at Lancaster
19 yearsExperience
2 statesRegistered in
$8.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- LancasterJan 2026 to now
- Lancaster Labs, LLCOct 2025 to now
- March Capital Corp.Sep 2025 to now
- Lancaster Systematic, Inc.Oct 2023 to now
- Pgb Securities LLCJan 2024 to Apr 2024
- Leon Capital GroupJul 2023 to Jan 2024
- Self-employedSep 2022 to Jul 2023
- Lft Securities, LLCJul 2021 to Sep 2022
- Luma Financial Technology, LLCJul 2021 to Sep 2022
- Morgan Stanley Distribution, Inc.Nov 2018 to Jun 2021
- The Ayco Company, L.P. / Mercer AlliedMay 2017 to Aug 2018
- Goldman Sachs & Co.Sep 2007 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Lancaster
Legal name: Lancaster Labs, LLC
$8.6MAssets managed
25Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3117297
- Firm CRD
- 339389