Advisors at this firm
Gerald S
Series 63, Series 65
Wilmington, DE
Clariti Wealth Advisors
Gerald Snyder is a financial advisor with Clariti Wealth Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Schiavi + Dattani since 2021 and was previously with Fidelity Brokerage Services LLC from 2011 to 2020. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profits, managing approximately $622 million in client assets. The firm offers integrated financial planning and investment management, utilizing diversified portfolios with a mix of active and passive strategies, and employs derivatives and alternative investments when suitable.
Ethan W
Series 65
Wilmington, DE
Clariti Wealth Advisors
Ethan Whittaker is a financial advisor at Clariti Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Sallie Mae and Baker Tilly, LLC. Outside of his advisory role, he is the president of Whittaker Tax, a tax preparation and planning business. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in client assets. The firm offers comprehensive financial planning combined with investment management, using diversified portfolios and a mix of active and passive strategies, including derivatives and alternative investments for qualified clients.
John M
CFP®, Series 63, Series 66
Wilmington, DE
Clariti Wealth Advisors
John Melasecca is a Certified Financial Planner® with 26 years of industry experience. He is currently with Clariti Wealth Advisors and has previously worked at Schiavi + Dattani and Fidelity Brokerage Services LLC. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in client assets. The firm offers comprehensive financial planning combined with investment management, utilizing diversified portfolios across multiple asset classes and employing both active and passive strategies.
Karen M
Series 65
Wilmington, DE
Clariti Wealth Advisors
Karen Malchione is a financial advisor at Clariti Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has been associated with Schiavi & Dattani since 1998. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in assets. The firm offers integrated financial planning and investment management, utilizing diversified portfolios with a mix of active and passive strategies, and incorporates tax planning and trustee support in its services.
Ravi D
CFP®, Series 63
Wilmington, DE
Clariti Wealth Advisors
Ravi Dattani is a CFP® with five years of industry experience and is currently a managing member at AssetBook, LLC, a software company that provides portfolio accounting solutions to investment advisors. He has been affiliated with Schiavi + Dattani since 1998. Clariti Wealth Advisors is a registered investment adviser serving individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in client assets. The firm offers comprehensive financial planning combined with investment management, using diversified portfolios across multiple asset classes and a mix of active and passive strategies, with an emphasis on manager selection and ongoing monitoring.
Ryan C
CFP®, Series 63
Wilmington, DE
Clariti Wealth Advisors
Ryan Cross is a CFP® with five years of industry experience and is associated with Clariti Wealth Advisors in Wilmington, DE. He has concurrently worked with Schiavi + Dattani, J.P. Morgan Securities Inc., and JPMorgan Services Inc. since the early 2000s. Clariti Wealth Advisors serves individuals, trustees, retirement plans, and non-profit organizations, managing approximately $622 million in assets. The firm employs a diversified investment approach incorporating equities, fixed income, alternatives, and real assets, using both active and passive strategies, and integrates financial planning with investment management through its Financial Plan Management service.
