Pavel A. Korolyov

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CRD#: 5956564

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Pavel A Korolyov was a registered financial professional .

Pavel is a previously registered financial professional and started their career in finance in 2011. Pavel had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.)BECKER RETIREMENT GROUP; YES INVESTMENT RELATED; 2950 NORTHUP WAY SUITE 2020 BELLEVUE, WA 98004; INSURANCE SALES; FINANCIAL PROFESSIONAL; START DATE 10/2018 ; APPROX 160 HRS/MONTH; APPROX 160HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 1.) DEPARTMENT OF SOCIAL & HEALTH SERVICES; YES INVESTMENT RELATED; P.O. BOX 45842; INDIVIDUAL PROVIDER; START DATE 05/2018; APPROX 4-140 HRS/MONTH.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 8, 2022 - February 26, 2024

B.O.S.S. RETIREMENT ADVISORS, LLC

RIA

CRD#: 171143

Bellevue, WA

Past

February 10, 2021 - October 4, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

BELLEVUE, WA

Past

October 1, 2012 - June 26, 2017

J.P. MORGAN SECURITIES LLC

CRD#: 79

REDMOND, WA

Past

August 16, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

BELLEVUE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

B.O.S.S. RETIREMENT ADVISORS, LLC

B.O.S.S. RETIREMENT ADVISORS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS

CRD#: 171143 / SEC#: 801-117974

RIA

Registered Investment Advisory firm - (1/22/2020 Approved)

Texas

Registered Investment Advisory firm - (1/24/2020 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/23/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/23/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/26/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/15/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

B.O.S.S. RETIREMENT ADVISORS, LLC

B.O.S.S. RETIREMENT ADVISORS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS

CRD#: 171143 / SEC#: 801-117974

RIA

Registered Investment Advisory firm - (1/22/2020 Approved)

Texas

Registered Investment Advisory firm - (1/24/2020 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2020 Terminated)

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Contact information

Main Address

3400 N Ashton Blvd Suite 190, Lehi, UT 84043

Mailing Address

Phone number

(801) 990-5055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	11,886
AUM (Assets Under Management)	$ 1,060,864,881

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Pavel A. Korolyov

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AE WEALTH MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

B.O.S.S. RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/23/2021

Series 63

Date: 8/23/2011

SIE

Date: 6/26/2017

Series 6

Date: 8/15/2011

Current Firm

B.O.S.S. RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

B.O.S.S. RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

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