Ronald T. Bolte

LEGACY WEALTH MANAGEMENT

MANASSAS, VA 20109

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CRD#: 4384647

Professional summary

Ronald Teri Bolte, who also goes by Ronald Teri Bolte, Ron Bolte, is a registered financial advisor currently at LEGACY WEALTH MANAGEMENT INC. located in Manassas, Virginia.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Ronald has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ronald Teri Bolte | Ron Bolte

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) INSURANCE SUPPORT SERVICES OFFERED THROUGH EDELMAN FINANCIAL SERVICES, LLC AND EF LEGACY SECURITIES, LLC POSITION: Agent NATURE: Agent for various insurance companies INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/22/2016 ADDRESS: 4000 Legato Road, 9th Floor, Fairfax VA 22033 DESCRIPTION: Insurance support services offered to clients of Edelman Financial Services, LLC and EF Legacy Securities, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Teri Bolte's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 6, 2023 - Present

LEGACY WEALTH MANAGEMENT INC.

Office #1: 10432 Balls Ford Road #120, Manassas, VA 20109

RIA

CRD#: 173453

MANASSAS, VA

Past

October 27, 2022 - October 25, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WOODBRIDGE, VA

Past

October 27, 2022 - October 25, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

WOODBRIDGE, VA

Past

June 8, 2022 - October 22, 2022

HIGHTOWER SECURITIES, LLC

CRD#: 116681

CHICAGO, IL

Past

February 28, 2022 - October 22, 2022

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Bethesda, MD

Past

October 12, 2018 - March 4, 2022

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

UNIONDALE, NY

Past

April 22, 2016 - October 31, 2018

RETIREONE INVESTMENT SERVICES, LLC

CRD#: 269923

Uniondale, NY

Past

June 11, 2014 - November 1, 2018

EDELMAN FINANCIAL SERVICES, LLC

RIA

CRD#: 113299

UNIONDALE, NY

Past

April 7, 2010 - April 22, 2016

SANDERS MORRIS LLC

CRD#: 20580

Uniondale, NY

Past

June 5, 2007 - December 31, 2009

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

NEW YORK, NY

Past

December 20, 2001 - August 29, 2006

ROCHDALE SECURITIES LLC

CRD#: 6863

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEGACY WEALTH MANAGEMENT INC.

CRD#: 173453 / SEC#: 801-120709

RIA

Registered Investment Advisory firm - (4/2/2021 Approved)

Arizona

Registered Investment Advisory firm - (4/5/2021 Terminated)

Maryland

Registered Investment Advisory firm - (5/6/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (4/6/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/7/2021 Terminated)

Texas

Registered Investment Advisory firm - (4/5/2021 Terminated)

Virginia

Registered Investment Advisory firm - (4/5/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(11/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/3/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/28/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 5/4/2002

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/29/2001

General Securities Representative Examination

Current Firm

LEGACY WEALTH MANAGEMENT INC.

CRD#: 173453 / SEC#: 801-120709

RIA

Registered Investment Advisory firm - (4/2/2021 Approved)

Arizona

Registered Investment Advisory firm - (4/5/2021 Terminated)

Maryland

Registered Investment Advisory firm - (5/6/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (4/6/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (4/7/2021 Terminated)

Texas

Registered Investment Advisory firm - (4/5/2021 Terminated)

Virginia

Registered Investment Advisory firm - (4/5/2021 Terminated)

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Contact information

Main Address

10432 Balls Ford Road #120, Manassas, VA 20109

Mailing Address

Phone number

(877) 650-4738

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A&2B SEC (9/15/2025)

Regulatory assets under management

Total Number of Accounts	1,011
AUM (Assets Under Management)	$ 223,388,709

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ronald T. Bolte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Teri Bolte's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

HIGHTOWER SECURITIES, LLC

HIGHTOWER ADVISORS, LLC

EDELMAN FINANCIAL ENGINES

RETIREONE INVESTMENT SERVICES, LLC

EDELMAN FINANCIAL SERVICES, LLC

SANDERS MORRIS LLC

HORNOR, TOWNSEND & KENT, LLC

ROCHDALE SECURITIES LLC

Primary Firm SEC Registration

LEGACY WEALTH MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/3/2014

Series 63

Date: 12/28/2001

SIE

Date: 10/1/2018

Series 55

Date: 5/4/2002

Series 7

Date: 11/29/2001

Current Firm

LEGACY WEALTH MANAGEMENT INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY WEALTH MANAGEMENT INC.

TRUST BUT VERIFY

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