David Joseph Pilaitis

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2025
  Apexium Financial Lp
  Dallas, TX
• 07/2024 → 02/2025
  The Investment Center, Inc.
  Bala Cynwyd, PA
• 11/2025 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Previous Registrations

• 2016-05-16 → 2025-12-04
  Apexium Financial Lp
  Philadelphia, PA
  Dallas, TX
  West Deptford, NJ
• 2024-12-26 → 2025-01-02
  Ic Advisory Services, Inc.
  Bala Cynwyd, PA
• 2009-03-13 → 2016-12-31
  Citrin Cooperman Wealth Management, Lp
  New York, NY
• 2007-12-06 → 2008-12-31
  Ymsr Advisors, Inc.
  Philadelphia, PA
• 2006-04-06 → 2007-03-12
  Mycio Wealth Partners, Llc
  Philadelphia, PA
• 2000-06-15 → 2003-09-24
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-08
• S63 Uniform Securities Agent State Law Examination
  1997-07-21

Designations

• Certified Financial Planner

Other Names

• David Joseph Pilaitis
• David J Pilaitis