Bhagwati Sangani

GRYPHON WEALTH

JACKSONVILLE, FL 32246

Some features on this profile are disabled

CRD#: 4863641

Professional summary

Bhagwati Sangani, who also goes by Bhagwati Vrajlal Karia, Bhagwati Mitesh Sangani, is a registered financial advisor currently at GRYPHON WEALTH located in Jacksonville, Florida.

Bhagwati is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bhagwati has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Bhagwati Vrajlal Karia | Bhagwati Mitesh Sangani

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.

GRYPHON WEALTH, LLC; INV RELATED; JACKSONVILLE,FL; INVESTMENT MANAGEMENT ADVICE ; TRADER AND INVESTMENT ANALYST; START DATE: 12/30/2025; 200 HRS PER MONTH; 200 HRS DURING TRADING;|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bhagwati Sangani'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®

None

Experience

Current

September 17, 2026 - Present

GRYPHON WEALTH

Office #1: 4600 Touchton Road E, Building 200, Suite 110, Jacksonville, FL 32246

RIA

CRD#: 339969

JACKSONVILLE, FL

Past

July 24, 2023 - April 29, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

JACKSONVILLE, FL

Past

July 24, 2023 - April 29, 2026

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

JACKSONVILLE, FL

Past

May 2, 2016 - July 24, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

JACKSONVILLE, FL

Past

April 27, 2016 - July 24, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JACKSONVILLE, FL

Past

June 7, 2012 - March 29, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

JACKSONVILLE, FL

Past

November 24, 2009 - March 29, 2016

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

JACKSONVILLE, FL

Past

January 4, 2007 - February 1, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

JACKSONVILLE, FL

Past

December 18, 2006 - February 1, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JACKSONVILLE, FL

Past

January 3, 2005 - February 1, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

JACKSONVILLE, FL

Past

December 3, 2004 - February 1, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 3, 2004 - February 1, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

GRYPHON WEALTH

GRYPHON WEALTH | GRYPHON WEALTH, LLC

CRD#: 339969 / SEC#: 801-135333

RIA

Registered Investment Advisory firm - (2/13/2026 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

Florida
(9/17/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 6/2/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 2/13/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 2/17/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 11/22/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GRYPHON WEALTH

GRYPHON WEALTH | GRYPHON WEALTH, LLC

CRD#: 339969 / SEC#: 801-135333

RIA

Registered Investment Advisory firm - (2/13/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4600 Touchton Road E, Building 200, Suite 110, Jacksonville, FL 32246

Mailing Address

Phone number

(904) 450-5330

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GRYPHON WEALTH WRAP FEE PROGRAM BROCHURE (5/27/2026)

GRYPHON WEALTH FORM ADV PART 2A BROCHURE (5/27/2026)

Regulatory assets under management

Total Number of Accounts	3,071
AUM (Assets Under Management)	$ 3,244,339,200

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.

Similar Advisors

Michael Mcalpin

INTELLICAPITAL ADVISORS LLC

IAR

PONTE VEDRA, FL

Andreas Heinrich

LPL ENTERPRISE, LLC

IAR

JACKSONVILLE, FL

Troy Davis

DAVIS CAPITAL MANAGEMENT

IAR

JACKSONVILLE, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bhagwati Sangani

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bhagwati Sangani's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GRYPHON WEALTH

State Registrations and Notice Filings

Exams

Series 66

Passed: 6/2/2012

Series 63

Passed: 2/13/2010

SIE

Passed: 10/1/2018

Series 7

Passed: 2/17/2012

Series 6

Passed: 11/22/2009

Current Firm

GRYPHON WEALTH

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRYPHON WEALTH

TRUST BUT VERIFY

Similar Advisors