# Ronald Teri Bolte

Ronald Teri Bolte is an investment adviser representative (IAR) with state registration records since 2014, appearing at 5 firms. Currently registered with LEGACY WEALTH MANAGEMENT INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LEGACY WEALTH MANAGEMENT INC.](https://search.stillhousedata.com/firm/173453) | 2023-11-06 | present | Yes |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2022-10-27 | 2023-10-25 | — |
| [HIGHTOWER ADVISORS, LLC](https://search.stillhousedata.com/firm/145323) | 2022-02-28 | 2022-10-22 | — |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2018-10-12 | 2022-03-04 | — |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2014-06-11 | 2018-11-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4384647)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4384647.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.