Ronald
Bolte
Legacy Wealth Management Inc
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About this Advisor
Ronald Bolte is a financial advisor based in Manassas, Virginia, working with Legacy Wealth Management Inc. Ronald has previously held positions at Ef Legacy Securities, LLC, Hightower Advisors, LLC, Ameriprise Financial Services, LLC, Legacy Wealth Management Inc, Hightower Securities, LLC, Carradice Wealth Advisors, Financial Engines Advisors L.L.C, Sanders Morris Harris LLC, and Edelman Financial Services, LLC. Ronald has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, Ronald is part of Legacy Wealth Management Inc, which operates out of Manassas, Virginia. The firm has 4 employees and manages assets totaling $141.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Legacy Wealth Management Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management Inc Brokerage Details
$141,742,875
4
832
$170,364
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Ronald Bolte Work History
Legacy Wealth Management Inc
Hightower Advisors, LLC
Ameriprise Financial Services, LLC
Hightower Securities, LLC
Carradice Wealth Advisors
Financial Engines Advisors L.L.C
Ef Legacy Securities, LLC
Edelman Financial Services, LLC
Sanders Morris Harris LLC
Disclosures
Please visit the SEC profile of Ronald Bolte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Wealth Management Inc
Manassas, VA
Manassas, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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