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RIA / WealthAdvisor24 years in industry

Ronald Teri Bolte

Advisor at LEGACY WEALTH MANAGEMENT INC.

MANASSAS, VA

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Search this name across graphsid dfx:ria:aeff5366-7145-78fc-67ab-c9e1a8dcb493

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jun 11, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LEGACY WEALTH MANAGEMENT INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 28, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Dec 28, 2001
First registration: Jun 11, 2014
Dual registered: no
Other names: RONALD TERI BOLTE|Ron Bolte
IAPD individual key: 4384647

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEGACY WEALTH MANAGEMENT INC.	Independent wealth	Nov 6, 2023	n/a	yes	MANASSAS, VA	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 27, 2022	Oct 25, 2023	no	Woodbridge, VA	Previous registration
HIGHTOWER ADVISORS, LLC	Bd affiliated wealth	Feb 28, 2022	Oct 22, 2022	no	Bethesda, MD\|CHICAGO, IL	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Oct 12, 2018	Mar 4, 2022	no	UNIONDALE, NY	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Jun 11, 2014	Nov 1, 2018	no	GARDEN CITY, NY\|UNIONDALE, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	LEGACY WEALTH MANAGEMENT INC.	Oct 25, 2023	Nov 6, 2023	12	Firm change	Ibd to RIA
HIGHTOWER ADVISORS, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Oct 22, 2022	Oct 27, 2022	5	Firm change	Ibd to ibd
EDELMAN FINANCIAL ENGINES	HIGHTOWER ADVISORS, LLC	Mar 4, 2022	Feb 28, 2022	-4	Firm change	RIA to ibd
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Oct 12, 2018	-20	Bulk transfer	Ibd to RIA

Relationships

Registered with (5)

→ LEGACY WEALTH MANAGEMENT INC.Registered adviserregistration: current employment
Nov 6, 2023 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 27, 2022 to Oct 25, 2023factForm ADV
→ HIGHTOWER ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 28, 2022 to Oct 22, 2022factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Oct 12, 2018 to Mar 4, 2022factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jun 11, 2014 to Nov 1, 2018factForm ADV

Dated events

Occurred
Oct 25, 2023
Advisor changed firm
Ronald Teri Bolte left Ameriprise Financial Services, Llc for Legacy Wealth Management Inc. (registered 2023-11-06)
Form ADVobserved 6 days ago
Occurred
Oct 22, 2022
Advisor changed firm
Ronald Teri Bolte left Hightower Advisors, Llc for Ameriprise Financial Services, Llc (registered 2022-10-27)
Form ADVobserved 6 days ago
Occurred
Mar 4, 2022
Advisor changed firm
Ronald Teri Bolte left Edelman Financial Engines for Hightower Advisors, Llc (registered 2022-02-28)
Form ADVobserved 6 days ago