Karen Malchione has been an investment adviser representative at Schiavi & Company since November 2020, and is not listed among the firm’s executive officers or direct owners. Karen Malchione 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.
Karen Malchione is a Senior Wealth Advisor at Clariti Wealth Advisors. She helps clients with plan preparation, tax planning and ongoing plan management. Before joining the firm, Malchione worked in public accounting for eleven years, working up to manager at the CPA firm Horty & Horty, PA.
- Clariti Wealth AdvisorsCurrent– present · 5 yearsWilmington, DE · Adviser representative · Firm CRD 104804
Professional designations
Listed by Schiavi & Company
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Karen Malchione is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2020; the most recent is Texas, in April 2023.
- DelawareSince 18 November 2020
- TexasResidentSince 20 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 November 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Karen R. Malchione
- CRD
- 7281484
- Firm
- Schiavi & Company · CRD 104804
- Office
- 2710 CENTERVILLE ROAD, SUITE 201, Wilmington, DE 19808-1644
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- claritiwealth.com
Where does Karen Malchione work?
Karen Malchione is an investment adviser representative registered through Schiavi & Company LLC since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Karen Malchione a financial advisor?
Yes. Karen Malchione has a current investment-adviser registration in Delaware and Texas, through Schiavi & Company since November 2020.
How many years of experience does Karen Malchione have?
Karen Malchione has 5 years in the financial industry, since November 2020, across 1 adviser firm.
What exams has Karen Malchione passed?
Karen Malchione passed the Series 65 in November 2020.
Where is Karen Malchione based?
Karen Malchione’s registered office is in Wilmington, DE.
Is Karen Malchione registered with FINRA?
No. Karen Malchione has no current broker registration.
How can I verify Karen Malchione’s record?
Search CRD 7281484 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karen Malchione’s full registration record.
