Karen R. Malchione
Investment adviser representative at Clariti Wealth Advisors
28 yearsExperience
2 statesRegistered in
$797.6MFirm assets
43 yearsFirm in business
Are you Karen R. Malchione? Claim your profile
Contact this firm
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
28 years in the industry.
- Clariti Wealth AdvisorsNov 2020 to now
- Schiavi & DattaniOct 1998 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7281484
- Firm CRD
- 104804