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# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sovereign Wealth Management | Vienna, VA | Dec 2016 - Current | 7 |
| Spire Wealth Management Llc & Spire Securities | Reston, VA | Dec 2014 - Feb 2022 | 7 |
| Spire Investment Partners | Mclean, VA | Dec 2014 - Nov 2021 | 6 |
| Symphonic Securities | Ocala, FL | Dec 2013 - Dec 2014 | 1 |
| Lindsay Financial | Ocala, FL | Dec 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- MD
- TX
- VA
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Total Assets Under Management50MILLIONS
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Total Number of Accounts188ACCOUNTS
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Average Account Value$264,475
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
MD, TX, VA
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