Ronald Teri Bolte
Investment adviser representative at Legacy Wealth Management Inc.
12 yearsExperience
1 stateRegistered in
$313.9MFirm assets
5 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Legacy Wealth Management Inc.Nov 2023 to now
- Ameriprise Financial Services, LLCOct 2022 to Oct 2023
- Carradice Wealth AdvisorsOct 2022 to Oct 2023
- Hightower Securities, LLCJun 2022 to Oct 2022
- Hightower Advisors, LLCFeb 2022 to Oct 2022
- Financial Engines Advisors L.L.C.Oct 2018 to Mar 2022
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial Services, LLCJun 2014 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (VA).
Legacy Wealth Management Inc.
$313.9MAssets managed
732Clients
5Advisers
5 yearsIn 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
- 4384647
- Firm CRD
- 173453