Ravi Dattani has been President/Managing Member of Schiavi & Company since February 2020, is a control person of the firm and directly owns under 5% of it. Ravi Dattani studied Accounting and Business Administration (concentration in Finance) at 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.
Ravi Dattani is President of Clariti Wealth Advisors. He brings over 20 years of multi-disciplinary experience in financial planning and investment management and has worked with senior executives from many Fortune 500 companies. Dattani has held Board of Director positions for a PEO and for a non-profit that cares for disabled individuals.
- Clariti Wealth AdvisorsCurrent– present · 6 yearsWilmington, DE · Adviser representative · Firm CRD 104804
Professional designations
Listed by Schiavi & Company
- CERTIFIED FINANCIAL PLANNER (CFP®)
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Ravi Dattani is registered as an investment adviser representative in Delaware, since May 2020.
- DelawareSince 4 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 August 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 July 1997 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Ravi Pravin Dattani
- CRD
- 2884960
- Firm
- Schiavi & Company · CRD 104804
- Role
- President/Managing Member
- Office
- 2710 CENTERVILLE ROAD, SUITE 201, Wilmington, DE 19808-1644
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- claritiwealth.com
Where does Ravi Dattani work?
Ravi Dattani has been President/Managing Member of Schiavi & Company LLC since February 2020, and is a control person of the firm.
Is Ravi Dattani a financial advisor?
Yes. Ravi Dattani has a current investment-adviser registration in Delaware, through Schiavi & Company since May 2020.
How many years of experience does Ravi Dattani have?
Ravi Dattani has 6 years in the financial industry, since May 2020, across 1 adviser firm.
What exams has Ravi Dattani passed?
Ravi Dattani has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in July 1997.
Where is Ravi Dattani based?
Ravi Dattani’s registered office is in Wilmington, DE.
Is Ravi Dattani registered with FINRA?
No. Ravi Dattani has no current broker registration.
Is Ravi Dattani a CFP?
Schiavi & Company lists Ravi Dattani with the CFP credential (“CERTIFIED FINANCIAL PLANNER (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ravi Dattani’s record?
Search CRD 2884960 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ravi Dattani’s full registration record.
