Best Investors Account Sign in
Inactive

Ravi Pravin Dattani

Clariti Wealth Advisors

Wilmington, DE

Claim This Profile
Current Employers
Clariti Wealth Advisors

2710 Centerville Road Suite 201, Wilmington, DE 19808-1644 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2020-05-04
  • DE RA
    APPROVED
    Since 2020-05-04

Branch Locations

2710 Centerville Road Suite 201, Wilmington, DE 19808-1644 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schiavi + Dattani Wilmington DE 10/1998 Present
  • 10/1998 → Present
    Schiavi + Dattani
    Wilmington, DE
Other Businesses

Name of other business: AssetBook, LLC Is business Investment related: No, provides software to investment advisors for portfolio accounting. No investment advice Address of other business: 125 Rickey Boulevard, Unit 453, Bear, DE 19701 Nature of other business: Software Your position: Managing Member Title and relationship with other business: Managing Member Start date of relationship: 3/2014 Approx. # of hours /month devote to other business: Less than 20 hour per month. (5-10% of his time) Number of hours devoted to other business during securities trading hours: Negligible Briefly describe duties: Minimal as most day to day duties outsources to employees.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-07-25
  • S63 Uniform Securities Agent State Law Examination
    1997-07-25
Designations
Other Names
  • Ravi P Dattani

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Wilmington, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor