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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

GARY ALEXANDER KOROLEV

Advisor at SOVEREIGN

VIENNA, VA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 27, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SOVEREIGN
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 25, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
Exams: S66
First exam: Aug 25, 2004
First registration: Aug 27, 2004
Dual registered: no
Other names: GARY ALEXANDER KOROLEV|ALEXANDER KOROLEV
IAPD individual key: 4806051

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Sovereign	State registered	Oct 18, 2021	n/a	yes	VIENNA, VA	Current employment
SPIRE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Dec 4, 2014	Mar 14, 2022	no	MCLEAN, VA\|VIENNA, VA	Previous registration
SYMPHONIC FINANCIAL ADVISORS LLC	Former SEC adviser	Feb 19, 2014	Dec 2, 2014	no	OCALA, FL\|NEW YORK, NY	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 3, 2012	Dec 23, 2013	no	ORLANDO, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 7, 2010	May 31, 2012	no	Orlando, FL\|Orlando, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 24, 2006	Dec 23, 2009	no	JACKSONVILLE, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Aug 27, 2004	Feb 16, 2006	no	JACKSONVILLE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SPIRE WEALTH MANAGEMENT, LLC	Sovereign	Mar 14, 2022	Oct 18, 2021	-147	Firm change after gap	Ibd to state RIA
SYMPHONIC FINANCIAL ADVISORS LLC	SPIRE WEALTH MANAGEMENT, LLC	Dec 2, 2014	Dec 4, 2014	2	Firm change	Other
SCHWAB WEALTH ADVISORY, INC.	SYMPHONIC FINANCIAL ADVISORS LLC	Dec 23, 2013	Feb 19, 2014	58	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	May 31, 2012	Jan 3, 2012	-149	Channel change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHARLES SCHWAB & CO., INC.	Dec 23, 2009	Jan 7, 2010	15	Firm change	Wirehouse to ibd
MORGAN STANLEY DW INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 16, 2006	Mar 24, 2006	36	Firm change	Other

Relationships

Registered with (7)

→ SOVEREIGNRegistered adviserregistration: current employment
Oct 18, 2021 to presentfactForm ADV
→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 4, 2014 to Mar 14, 2022factForm ADV
→ SYMPHONIC FINANCIAL ADVISORS LLCRegistered adviserregistration: previous registration
Feb 19, 2014 to Dec 2, 2014factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jan 3, 2012 to Dec 23, 2013factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 7, 2010 to May 31, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 24, 2006 to Dec 23, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Aug 27, 2004 to Feb 16, 2006factForm ADV

Dated events

Occurred
Mar 14, 2022
Advisor changed firm
Gary Alexander Korolev left Spire Wealth Management, Llc for Sovereign (registered 2021-10-18)
Form ADVobserved 6 days ago