Ryan Gregory Cross
Investment adviser representative at Clariti Wealth Advisors
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$797.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Clariti Wealth AdvisorsMay 2020 to now
- Schiavi + DattaniSep 2004 to now
- J.P. Morgan Securities Inc.Dec 2003 to now
- JPMorgan Services Inc.Aug 2002 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (DE, TX).
Clariti Wealth Advisors
Legal name: Schiavi & Company LLC
$797.6MAssets managed
263Clients
6Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4753567
- Firm CRD
- 104804