Ben Vitaly Rozin
Investment adviser representative at Leach, Bickmore & Weiss Wealth Management, LLC
21 yearsExperience
1 stateRegistered in
$115.3MFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Leach, Bickmore & Weiss Wealth Management, LLCApr 2026 to now
- Canandaigua CapitalMay 2025 to now
- Real Estate BusinessSep 2024 to now
- Morgan StanleyJan 2017 to Sep 2024
- Manning Napier AdvisorsMar 2005 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Leach, Bickmore & Weiss Wealth Management, LLC
$115.3MAssets managed
292Clients
5Advisers
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
- 6736477
- Firm CRD
- 281302