Clariti Wealth Advisors

Clariti Wealth Advisors (CRD# 104804) is a financial advisory firm headquartered in Wilmington, DE. They manage $565,760,922 in 1,243 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
2710 Centerville Road, Suite 201, Wilmington, DE 19808
https://www.linkedin.com/company/clariti-wealth/
By the Numbers
  • Total Assets Under Management
    566
    MILLION
  • Total Number of Accounts
    1,243
    ACCOUNTS
  • Average Account Value
    $455,158
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DE, FL, MD, NH, NJ, NY, PA, TX, VA

Financial Advisors at Clariti Wealth Advisors
Showing 1 - 6 of 6 top financial advisors.
1
John Melasecca, financial advisor Wilmington DE
John C. Melasecca
CRD#: 2903453
2710 Centerville Road, Suite 201, Wilmington, DE 19808

John Melasecca (CRD# 2903453) is an Investment Advisor Representative working at Clariti Wealth Advisors in Wilmington, DE and has over 26 years of experience in the finance industry.

2
Gerald Snyder, financial advisor Wilmington DE
Gerald R. Snyder
CRD#: 2254079
2710 Centerville Road, Suite 201, Wilmington, DE 19808

Gerald Snyder (CRD# 2254079) is an Investment Advisor Representative working at Clariti Wealth Advisors in Wilmington, DE and has over 17 years of experience in the finance industry.

3
Ryan Cross, financial advisor Wilmington DE
Ryan G. Cross
CRD#: 4753567
2710 Centerville Road, Suite 201, Wilmington, DE 19808

Ryan Cross (CRD# 4753567) is an Investment Advisor Representative working at Clariti Wealth Advisors in Wilmington, DE and has over 20 years of experience in the finance industry.

4
Ravi Dattani, financial advisor Wilmington DE
Ravi P. Dattani
CRD#: 2884960
2710 Centerville Road, Suite 201, Wilmington, DE 19808

Ravi Dattani (CRD# 2884960) is an Investment Advisor Representative working at Clariti Wealth Advisors in Wilmington, DE and has over 26 years of experience in the finance industry.

5
Karen Malchione, financial advisor Wilmington DE
Karen R. Malchione
CRD#: 7281484
2710 Centerville Road, Suite 201, Wilmington, DE 19808

Karen Malchione (CRD# 7281484) is an Investment Advisor Representative working at Clariti Wealth Advisors in Wilmington, DE and has over 3 years of experience in the finance industry.

6
Heather Margolin, financial advisor Wilmington DE
Heather M. Margolin
CRD#: 7363844
2710 Centerville Road, Suite 201, Wilmington, DE 19808

Heather Margolin (CRD# 7363844) is an Investment Advisor Representative working at Clariti Wealth Advisors in Wilmington, DE and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals