Gary Korolev
CRD Number: 4806051Current 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 6876059
Prudential Financial Planning Services
| 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 |
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Total Assets Under Management3,496MILLIONS
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Total Number of Accounts11,360ACCOUNTS
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Average Account Value$307,711
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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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