DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Sheetal Shyam Bagde
Certified Financial Planner
Feed of 09/15/2026
Also filed as Sheetal Bagde
At current firm
3 y
since Feb 1, 2023
In the industry
12 y
since Apr 8, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Perigon Wealth Management, LLC independent RIA currentsince Feb 1, 2023 · San Francisco, Ca
- Cognizant Wealth Advisors formerMar 19, 2018 to Mar 3, 2023 · Palo Alto, Ca
- B|O|S formerMay 4, 2017 to Feb 2, 2018 · San Francisco, Ca
- Buckingham Strategic Wealth, LLC formerDec 10, 2014 to Apr 20, 2017 · Palo Alto, Ca
- UBS Financial Services Inc. wirehouseApr 9, 2014 to Oct 31, 2014 · Palo Alto, Ca
Moves
a registration end followed by a registration begin elsewhere
- Cognizant Wealth Advisors to Perigon Wealth Management, LLCleft Mar 3, 2023, registered Feb 1, 2023 (-30 days) · RIA to RIA · moved with a team
- B|O|S to Cognizant Wealth Advisorsleft Feb 2, 2018, registered Mar 19, 2018 (45 days) · Other
- Buckingham Strategic Wealth, LLC to B|O|Sleft Apr 20, 2017, registered May 4, 2017 (14 days) · Other
- UBS Financial Services Inc. to Buckingham Strategic Wealth, LLCleft Oct 31, 2014, registered Dec 10, 2014 (40 days) · Other
Signals
- Sheetal Shyam Bagde left Cognizant Wealth Advisors for Perigon Wealth Management, Llc (registered 2023-02-01)Mar 3, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address