Mark Nicholas Pittelkau

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

• 06/2011 → 07/2018
  Fidelity Investments
  Reston, VT
• 07/2018 → 08/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 11/2025 → Present
  United Capital Financial Advisors, Llc
  Irving, TX
• 09/2018 → 11/2025
  Apexium Financial Lp
  Dallas, TX

Previous Registrations

• 2022-06-14 → 2025-12-04
  Apexium Financial Lp
  Dallas, TX
  Great Falls, VA
• 2018-07-13 → 2018-09-24
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-07-18 → 2018-07-13
  Strategic Advisers Llc
  Reston, VA
• 2008-07-28 → 2011-06-24
  T. Rowe Price Advisory Services, Inc.
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2008-07-10
• S63 Uniform Securities Agent State Law Examination
  2007-08-02

Designations

• Certified Financial Planner