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Ronald Teri Bolte

Legacy Wealth Management Inc.

Manassas, VA

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Current Employers
Legacy Wealth Management Inc.

10432 Balls Ford Road #120, Manassas, VA 20109 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-11-06
  • VA RA
    APPROVED
    Since 2023-11-06

Branch Locations

10432 Balls Ford Road #120, Manassas, VA 20109 • 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
Edelman Financial Services, Llc Uniondale NY 06/2014 11/2018
Ef Legacy Securities, Llc Uniondale NY 04/2016 10/2018
Financial Engines Advisors L.L.C. Uniondale NY 10/2018 03/2022
Hightower Advisors, Llc Bethesda MD 02/2022 10/2022
Ameriprise Financial Services, Llc Woodbridge VA 10/2022 10/2023
Legacy Wealth Management Inc. Manassas VA 11/2023 Present
Hightower Securities, Llc Chicago IL 06/2022 10/2022
Carradice Wealth Advisors Woodbridge VA 10/2022 10/2023
  • 06/2014 → 11/2018
    Edelman Financial Services, Llc
    Uniondale, NY
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Uniondale, NY
  • 10/2018 → 03/2022
    Financial Engines Advisors L.L.C.
    Uniondale, NY
  • 02/2022 → 10/2022
    Hightower Advisors, Llc
    Bethesda, MD
  • 10/2022 → 10/2023
    Ameriprise Financial Services, Llc
    Woodbridge, VA
  • 11/2023 → Present
    Legacy Wealth Management Inc.
    Manassas, VA
  • 06/2022 → 10/2022
    Hightower Securities, Llc
    Chicago, IL
  • 10/2022 → 10/2023
    Carradice Wealth Advisors
    Woodbridge, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-03
S63 Uniform Securities Agent State Law Examination 2001-12-28
  • S66 Uniform Combined State Law Examination
    2014-06-03
  • S63 Uniform Securities Agent State Law Examination
    2001-12-28
Other Names
  • Ronald Teri Bolte
  • Ron Bolte

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC. · MANASSAS, VA
TRUIST ADVISORY SERVICES, INC. · MANASSAS, VA
TRUIST ADVISORY SERVICES, INC. · MANASSAS, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Manassas, VA
AMERIPRISE FINANCIAL SERVICES, LLC · MANASSAS, VA
EDWARD JONES · MANASSAS, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Manassas, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MANASSES, VA

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