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Ryan Gregory Cross

SCHIAVI & COMPANY LLC·WILMINGTON, Delaware
Series 7, Series 63Clean record6 years registeredSCHIAVI & COMPANY LLC
2710 CENTERVILLE ROAD, WILMINGTON, DE 19808-1644CRD# 4753567Firm CRD# 104804

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Gregory Cross · WILMINGTON, DE
Registration
CRD #4753567 · SCHIAVI & COMPANY LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

CLARITI WEALTH ADVISORS
May 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · May 18, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHIAVI & COMPANY LLC
CRD 104804 · SEC 801-18338
AUM
$566M
Regulatory assets under management
Employees
10
1,243 client accounts
Services offered by SCHIAVI & COMPANY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SCHIAVI & COMPANY LLC →
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05

Frequently Asked Questions

What services does Ryan Gregory Cross offer?
Ryan Gregory Cross specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Ryan Gregory Cross's credentials?
Ryan Gregory Cross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Gregory Cross located?
Ryan Gregory Cross is based in WILMINGTON, Delaware, working with SCHIAVI & COMPANY LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Ryan Gregory Cross charge for services?
Ryan Gregory Cross's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHIAVI & COMPANY LLC?
SCHIAVI & COMPANY LLC has approximately 10 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHIAVI & COMPANY LLC

John Carmen Melasecca
WILMINGTON, DE
CFP
Ravi Pravin Dattani
WILMINGTON, DE

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