Gary Korolev
Sovereign · Vienna, Virginia
Gary Korolev is a fee-only financial advisor at Sovereign in Vienna, Virginia, who holds the CFA credential. Sovereign reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Sovereign |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $70.7M across 201 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 4806051 |
| Exams passed | Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | t.me/s/sovereignglobalru |
How Gary's firm compares
- Sovereign's average account is about $352,000, from its Form ADV (assets managed divided by 201 accounts).
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Questions about Gary
Is Gary Korolev a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Sovereign reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Sovereign, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Gary Korolev based?
Gary Korolev is based in Vienna, Virginia.
What credentials does Gary Korolev hold?
Gary Korolev holds the CFA credential.
Is Gary Korolev registered with the SEC?
Yes. Gary Korolev is registered as an investment adviser representative in MD, TX and VA (CRD 4806051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sovereign manage?
Sovereign reports $70.7M across 201 accounts in assets under management.
How do I contact Gary Korolev?
Through Gary's website, t.me/s/sovereignglobalru.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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