Shaunak Tripathi

GRYPHON WEALTH

JACKSONVILLE, FL 32246

Some features on this profile are disabled

CRD#: 8210507

Professional summary

Shaunak Tripathi is a registered financial advisor currently at GRYPHON WEALTH located in Jacksonville, Florida.

Shaunak is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Shaunak has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shaunak Tripathi'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 4, 2026 - Present

GRYPHON WEALTH

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

RIA

CRD#: 339969

JACKSONVILLE, FL

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
(9/4/2026)

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

State Security Law Exam

IAR

Series 65

Date: 7/9/2026

Uniform Investment Adviser Law Examination

Current Firm

GRYPHON WEALTH

GRYPHON WEALTH | GRYPHON WEALTH, LLC

CRD#: 339969 / SEC#: 801-135333

RIA

Registered Investment Advisory firm - (2/13/2026 120-Day Approval)

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 (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GRYPHON WEALTH WRAP FEE PROGRAM BROCHURE (1/14/2026)

GRYPHON WEALTH FORM ADV PART 2A BROCHURE (1/14/2026)

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

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Shaunak Tripathi

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shaunak Tripathi's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRYPHON WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2026

Current Firm

GRYPHON WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

GRYPHON WEALTH

TRUST BUT VERIFY

Similar Advisors