Ryan Cross has been Chief Compliance Officer/Member of Schiavi & Company since February 2020, is a control person of the firm and directly owns under 5% of it. Ryan Cross holds a Bachelor of Science in Business Administration 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.
Ryan Cross is Principal and Chief Compliance Officer at Clariti Wealth Advisors. He has over 25 years of experience in investment management, private banking, personal financial planning and back-office financial operations. Before Clariti, which was Schiavi + Company at the time, Cross worked for JP Morgan in a variety of roles ranging from investment management to private banking.
- Clariti Wealth AdvisorsCurrent– present · 6 yearsWilmington, DE · Adviser representative · Firm CRD 104804
Professional designations
Listed by Schiavi & Company
- CERTIFIED FINANCIAL PLANNER (CFP®)
Investment adviser representative registrations
Ryan Cross is registered as an investment adviser representative in 2 states. The first approvals date from May 2020; the most recent is Texas, in April 2026.
- DelawareSince 18 May 2020
- TexasSince 6 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 3 March 2004 |
| Series 7 | General Securities Representative Examination | 25 February 2004 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Gregory Cross
- CRD
- 4753567
- Firm
- Schiavi & Company · CRD 104804
- Role
- Chief Compliance Officer/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 Ryan Cross work?
Ryan Cross has been Chief Compliance Officer/Member of Schiavi & Company LLC since February 2020, and is a control person of the firm.
Is Ryan Cross a financial advisor?
Yes. Ryan Cross has a current investment-adviser registration in Delaware and Texas, through Schiavi & Company since May 2020.
How many years of experience does Ryan Cross have?
Ryan Cross has 6 years in the financial industry, since May 2020, across 1 adviser firm.
What exams has Ryan Cross passed?
Ryan Cross has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in February 2004.
Where is Ryan Cross based?
Ryan Cross’ registered office is in Wilmington, DE.
Is Ryan Cross registered with FINRA?
No. Ryan Cross has no current broker registration.
Is Ryan Cross a CFP?
Schiavi & Company lists Ryan Cross with the CFP credential (“CERTIFIED FINANCIAL PLANNER (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Ryan Cross’ record?
Search CRD 4753567 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Cross’ full registration record.
