Ethan Whittaker has been an investment adviser representative at Schiavi & Company since October 2024, and is not listed among the firm’s executive officers or direct owners. Ethan Whittaker holds a Bachelor of Science in Accounting from the University of Delaware.
Schiavi & Company LLC is a Wilmington, DE firm with $798M under management, 263 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Ethan Whittaker is a Wealth Advisor at Clariti Wealth Advisors. He brings a tax-focused lens to financial planning, helping individuals and families save money on taxes. He began his career in 2016 at Baker Tilly as a tax associate and founded Whittaker Tax in 2019, a practice that partnered with Clariti in 2024.
Professional designations
Listed by Schiavi & Company
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Ethan Whittaker is registered as an investment adviser representative in Delaware, since October 2024.
- DelawareSince 11 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ethan William Whittaker
- CRD
- 7996760
- Firm
- Schiavi & Company · CRD 104804
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- claritiwealth.com
Where does Ethan Whittaker work?
Ethan Whittaker is an investment adviser representative registered through Schiavi & Company LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Ethan Whittaker a financial advisor?
Yes. Ethan Whittaker has a current investment-adviser registration in Delaware, through Schiavi & Company since October 2024.
How many years of experience does Ethan Whittaker have?
Ethan Whittaker has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Ethan Whittaker passed?
Ethan Whittaker passed the Series 65 in August 2023.
Is Ethan Whittaker registered with FINRA?
No. Ethan Whittaker has no current broker registration.
How can I verify Ethan Whittaker’s record?
Search CRD 7996760 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ethan Whittaker’s full registration record.
