TrueAdvisor
TrueAdvisor
MP
CFP
MP
CFP

Mark Nicholas Pittelkau

United Capital Financial Advisors
14 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
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - September 2018 · 2 mos
Strategic Advisers LLC
July 2011 - July 2018 · 7 yrs
Fidelity Brokerage Services LLCBroker
July 2011 - August 2018 · 7 yrs 1 mo
T. Rowe Price Advisory Services, INC.
July 2008 - June 2011 · 2 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
July 2007 - June 2011 · 3 yrs 11 mos
State Registrations3 states
MDTXVA
Advisor
Exams
No exam information available for this advisor.