Karamjeet S. Mangat

WHITE KNIGHT STRATEGIC WEALTH ADVISORS

Princeton, NJ 08540

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CRD#: 1104811

Professional summary

Karamjeet Singh Mangat, CFP®, who also goes by Karam Singh Mangat, is a registered financial advisor currently at WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC located in Princeton, New Jersey.

Karamjeet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Karamjeet has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Karam Singh Mangat

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karamjeet Singh Mangat's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

July 22, 2019 - Present

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

Office #1: 100 Canal Pointe Blvd. Suite 114f, Princeton, NJ 08540

RIA

CRD#: 302098

Princeton, NJ

Past

July 30, 2002 - July 23, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PRINCETON, NJ

Past

March 24, 1983 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

March 24, 1983 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 24, 1983 - July 23, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PRINCETON, NJ

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".

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

HARP & ASSOCIATES, LLC | WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

CRD#: 302098 / SEC#: 801-116803

RIA

Registered Investment Advisory firm - (6/13/2019 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(7/22/2019)

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

Series 63

Date: 9/12/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/1985

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 1/20/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/23/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

HARP & ASSOCIATES, LLC | WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

CRD#: 302098 / SEC#: 801-116803

RIA

Registered Investment Advisory firm - (6/13/2019 Approved)

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Contact information

Main Address

100 Canal Pointe Blvd. Suite 114f, Princeton, NJ 08540

Mailing Address

Phone number

(609) 945-1772

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 WKSWA FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	573
AUM (Assets Under Management)	$ 178,586,557

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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Karamjeet S. Mangat

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karamjeet Singh Mangat's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERICAN EXPRESS FINANCIAL CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/12/1983

SIE

Date: 10/1/2018

Series 7

Date: 9/21/1985

Series 22

Date: 1/20/1984

Series 6

Date: 3/23/1983

Current Firm

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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