RD
Ravi P. Dattani
CLARITI WEALTH ADVISORS
Wilmington, DE 19808-1644
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CRD#: 2884960
RD
Professional summary
Ravi Pravin Dattani, CFP®, who also goes by Ravi P Dattani, is a registered financial advisor currently at CLARITI WEALTH ADVISORS located in Wilmington, Delaware.
Ravi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Ravi has worked at 3 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ravi P Dattani
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.
Name of other business: AssetBook, LLC Is business Investment related: No, provides software to investment advisors for portfolio accounting. No investment advice Address of other business: 125 Rickey Boulevard, Unit 453, Bear, DE 19701 Nature of other business: Software Your position: Managing Member Title and relationship with other business: Managing Member Start date of relationship: 3/2014 Approx. # of hours /month devote to other business: Less than 20 hour per month. (5-10% of his time) Number of hours devoted to other business during securities trading hours: Negligible Briefly describe duties: Minimal as most day to day duties outsources to employees.
CRS (Client Relationship Summary) - RIA
Click below to view Ravi Pravin Dattani's 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®
CFP®
Start date: 2005
Experience
Current
May 4, 2020 - Present
CLARITI WEALTH ADVISORS
Office #1: 2710 Centerville Road Suite 201, Wilmington, DE 19808-1644RIA
CRD#: 104804
Wilmington, DE
Past
June 4, 1998 - December 31, 1999
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
August 22, 1997 - February 6, 1998
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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".
CLARITI WEALTH ADVISORS
CLARITI WEALTH ADVISORS | SCHIAVI + DATTANI | SCHIAVI + COMPANY | SCHIAVI & COMPANY LLC | SCHIAVI & CO
CRD#: 104804 / SEC#: 801-18338
RIA
Registered Investment Advisory firm - (1/31/1983 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
Delaware(5/4/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CLARITI WEALTH ADVISORS
CLARITI WEALTH ADVISORS | SCHIAVI + DATTANI | SCHIAVI + COMPANY | SCHIAVI & COMPANY LLC | SCHIAVI & CO
CRD#: 104804 / SEC#: 801-18338
RIA
Registered Investment Advisory firm - (1/31/1983 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2710 Centerville Road Suite 201, Wilmington, DE 19808-1644
Mailing Address
Phone number
(302) 994-4444
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,265 |
| AUM (Assets Under Management) | $ 622,223,185 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/22/2025 | ||
| 02/23/2024 | ||
| 04/06/2023 |
Red Flags
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Company Information
CLARITI WEALTH ADVISORS
CRD#: 104804Wilmington, DE 19808-1644TRUST BUT VERIFY
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