Gary Korolev, financial advisor Mclean VA

Gary Korolev

CRD Number: 4806051
Current Firm: Spire Wealth Management, LLC
Compensation Model: Both

Gary Korolev manages a comprehensive Wealth Management practice centered around meetings his clients’ Investment Management, Risk Management, Estate and Retirement Planning needs.

 

Gary has built his practice with a focus on High Net Worth individuals, families and business owners with financial needs far beyond investment management. His clients are provided with a truly comprehensive wealth strategy that benefits from combining his extensive expertise in portfolio management, financial planning and insurance with that of CPAs and Estate Planning Attorneys.

 

“We take such a comprehensive and involved approach in serving our clients’ wealth growth, preservation and transfer needs effectively and tax efficiently that they come to see us as their primary source of financial expertise. We work closely with our clients’ attorneys and accountants to address their financial, tax, estate and philanthropic needs.”

 

Gary has a Bachelor’s Degree in Finance from the University of Florida, is a Chartered Financial Analyst and holds the General Securities (Series 7), Securities Licensing (Series 66), as well the Life, Health and Variable Annuity licenses. He resides in Northern Virginia with his wife and son, and enjoys spending time with his family and friends as well as reading and travel.

CONTACT
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Professional Designations
Company Name Location Dates Years
Spire Investment Partners Mclean, VA Dec 2014 - Current 6
Symphonic Securities Ocala, FL Dec 2013 - Dec 2014 1
Lindsay Financial Ocala, FL Dec 2013 - Dec 2014 1
Schwab Private Client Investment Advisory, Inc. Orlanda, FL Jan 2012 - Dec 2013 1
Charles Schwab & Company, Inc. Orlando, FL Dec 2009 - Dec 2013 4
Charles Schwab Bank Orlando, FL Dec 2009 - Dec 2011 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Jacksonville, FL Mar 2006 - Dec 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2004
Contact Info for Gary A. Korolev
Phone Number: 703-657-6060
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    3,496
    MILLIONS
  • Total Number of Accounts
    11,360
    ACCOUNTS
  • Average Account Value
    $307,711
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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