TrueAdvisor
TrueAdvisor
DP
CFP
DP
CFP

David Joseph Pilaitis

United Capital Financial Advisors
24 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
United Capital Financial Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:$500K

Location

1920 Mckinney Ave., Suite 700, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
United Capital Financial Advisors
November 2025 - Present · 3 mos
Apexium Financial LP
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Ic Advisory Services, INC.
December 2024 - January 2025 · 1 mo
The Investment Center, INC.Broker
July 2024 - March 2025 · 8 mos
Citrin Cooperman Wealth Management, LP
March 2009 - December 2016 · 7 yrs 9 mos
Ymsr Advisors, INC.
December 2007 - December 2008 · 1 yr
Mycio Wealth Partners, LLC
April 2006 - March 2007 · 11 mos
Vanguard Advisers INC
June 2000 - September 2003 · 3 yrs 3 mos
Vanguard Marketing CorporationBroker
March 2000 - September 2003 · 3 yrs 6 mos
American Express Financial Advisors INC.Broker
June 1997 - April 2000 · 2 yrs 10 mos
Ids Life Insurance CompanyBroker
June 1997 - April 2000 · 2 yrs 10 mos
State Registrations6 states
CTMDNJNYPATX
Advisor
Exams
No exam information available for this advisor.