Melissa Storch

GRYPHON WEALTH

JACKSONVILLE, FL 32246

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CRD#: 5177066

Professional summary

Melissa Storch, who also goes by Melissa B Osterer, Melissa Beth Storch, is a registered financial advisor currently at GRYPHON WEALTH located in Jacksonville, Florida.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Melissa has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Melissa B Osterer | Melissa Beth Storch

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.

DOUGLAS I STORCH DMD MS PA; NOT INVESTMENT RELATED; JACKSONVILLE, FL; BOOK KEEPER; START 7/30/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; BOOKKEEPING FOR DENTAL PRACTICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Storch'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 25, 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

March 29, 2011 - July 24, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

JACKSONVILLE, FL

Past

January 26, 2011 - July 24, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JACKSONVILLE, FL

Past

June 1, 2009 - June 26, 2009

MORGAN STANLEY

CRD#: 149777

BOSTON, MA

Past

January 1, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

BOSTON, MA

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: 3/27/2011

Uniform Combined 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: 12/27/2008

General Securities 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)

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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.

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Melissa Storch

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Storch'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

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

GRYPHON WEALTH

State Registrations and Notice Filings

Exams

Series 66

Passed: 3/27/2011

SIE

Passed: 10/1/2018

Series 7

Passed: 12/27/2008

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

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