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Alexander Issa Bateh

Investment adviser representative at Gryphon Wealth
13 yearsExperience
1 stateRegistered in
$3.2BFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Gryphon Wealth, LLCApr 2026 to now
  2. Well Fargo AdvisorsFeb 2026 to Apr 2026
  3. Wells Fargo Advisors Financial Network, LLCJan 2026 to Apr 2026
  4. MML Investors Services, LLCAug 2025 to Jan 2026
  5. Massmutual Life Insurance CompanyJul 2025 to Jan 2026
  6. UnemployedMay 2025 to Jul 2025
  7. University of North FloridaJan 2024 to May 2025
  8. U.S. Legal ServicesJan 2024 to Jan 2025
  9. UnemployedSep 2023 to Dec 2023
  10. Fidelity Brokerage Services LLCMay 2023 to Sep 2023
  11. The Pinnacle GroupJun 2022 to Apr 2023
  12. Csi CompaniesJun 2021 to Aug 2021
  13. University of Central FloridaAug 2019 to May 2023
  14. The Mckenzie Noelle Wilson FoundationJun 2019 to Jul 2019
  15. The Mckenzie Noelle Wilson FoundationJun 2018 to Jul 2018
  16. Episcopal School of JacksonvilleMay 2013 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

Gryphon Wealth

Legal name: Gryphon Wealth, LLC

$3.2BAssets managed
695Clients
12Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7750122
Firm CRD
339969
Advisor's SEC record (opens in a new tab)
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