Ethan William Whittaker

Employer firm

Clariti Wealth Advisors CRD 104804

$798M regulatory AUM 10 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Clariti Wealth Advisors

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

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2024-10-11

DE RA
APPROVED

Since 2024-10-11

Branch Locations

Wilmington, DE • United States

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

Organization	City	State	From	To
Baker Tilly, Llc	Philadelphia	PA	10/2016	08/2018
Sallie Mae	Newark	DE	08/2018	09/2024
Clariti Wealth Advisors	Wilmington	DE	09/2024	Present
Unemployed	Wilmington	DE	06/2016	09/2016

10/2016 → 08/2018

Baker Tilly, Llc

Philadelphia, PA
08/2018 → 09/2024

Sallie Mae

Newark, DE
09/2024 → Present

Clariti Wealth Advisors

Wilmington, DE
06/2016 → 09/2016

Unemployed

Wilmington, DE

Other Businesses

Name of other business: Whittaker Tax; Is business Investment related: No; Address of other business: Wilmington, DE; Nature of other business: Tax Preparation and Planning; Your position: President; Start date of relationship: 01/2020; Approx. # of hours /month devote to other business: 55; Number of hours devoted to other business during securities trading hours: 55;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-08-24

S65 Uniform Investment Adviser Law Examination

2023-08-24

View on SEC IAPD