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RIA / WealthAdvisorCertified Financial Planner29 years in industry

DAVID JOSEPH PILAITIS

Advisor at UNITED CAPITAL FINANCIAL ADVISORS

IRVING, TX | BALA CYNWYD, PA | WEST DEPTFORD, NJ

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Search this name across graphsid dfx:ria:31c15195-265b-b5cc-9eb1-b905a2f99b7e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jun 15, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UNITED CAPITAL FINANCIAL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 21, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 21, 1997
First registration: Jun 15, 2000
Dual registered: no
Other names: DAVID JOSEPH PILAITIS|DAVID J PILAITIS
IAPD individual key: 2829596

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Nov 26, 2025	n/a	yes	WEST DEPTFORD, NJ\|IRVING, TX\|BALA CYNWYD, PA	Current employment
IC ADVISORY SERVICES, INC.	Former SEC adviser	Dec 26, 2024	Jan 2, 2025	no	BALA CYNWYD, PA	Previous registration
APEXIUM FINANCIAL LP	Former SEC adviser	May 16, 2016	Dec 4, 2025	no	Philadelphia, PA\|DALLAS, TX\|West Deptford, NJ	Previous registration
CITRIN COOPERMAN WEALTH MANAGEMENT, LP	Former SEC adviser	Mar 13, 2009	Dec 31, 2016	no	NEW YORK, NY	Previous registration
YMSR ADVISORS, INC.	n/a	Dec 6, 2007	Dec 31, 2008	no	PHILADELPHIA, PA	Previous registration
MYCIO WEALTH PARTNERS, LLC	Independent wealth	Apr 6, 2006	Mar 12, 2007	no	PHILADELPHIA, PA	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jun 15, 2000	Sep 24, 2003	no	MALVERN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
APEXIUM FINANCIAL LP	IC ADVISORY SERVICES, INC.	Dec 4, 2025	Dec 26, 2024	-343	Firm change after gap	RIA to ibd
IC ADVISORY SERVICES, INC.	UNITED CAPITAL FINANCIAL ADVISORS	Jan 2, 2025	Nov 26, 2025	328	Firm change	Ibd to RIA
CITRIN COOPERMAN WEALTH MANAGEMENT, LP	APEXIUM FINANCIAL LP	Dec 31, 2016	May 16, 2016	-229	Firm change after gap	Other
YMSR ADVISORS, INC.	CITRIN COOPERMAN WEALTH MANAGEMENT, LP	Dec 31, 2008	Mar 13, 2009	72	Firm change	Other
MYCIO WEALTH PARTNERS, LLC	YMSR ADVISORS, INC.	Mar 12, 2007	Dec 6, 2007	269	Firm change	Other
VANGUARD ADVISERS, INC.	MYCIO WEALTH PARTNERS, LLC	Sep 24, 2003	Apr 6, 2006	925	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
146374:283726:NY:2016-12-31	Dec 31, 2016	May 16, 2016	NEW YORK, NY	Firm change after gap

Relationships

Registered with (7)

→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: current employment
Nov 26, 2025 to presentfactForm ADV
→ APEXIUM FINANCIAL LPRegistered adviserregistration: previous registration
May 16, 2016 to Dec 4, 2025factForm ADV
→ IC ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Dec 26, 2024 to Jan 2, 2025factForm ADV
→ CITRIN COOPERMAN WEALTH MANAGEMENT, LPRegistered adviserregistration: previous registration
Mar 13, 2009 to Dec 31, 2016factForm ADV
→ YMSR ADVISORS, INC.Registered adviserregistration: previous registration
Dec 6, 2007 to Dec 31, 2008factForm ADV
→ MYCIO WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Apr 6, 2006 to Mar 12, 2007factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jun 15, 2000 to Sep 24, 2003factForm ADV

Dated events

Occurred
Dec 4, 2025
Advisor changed firm
David Joseph Pilaitis left Apexium Financial Lp for Ic Advisory Services, Inc. (registered 2024-12-26)
Form ADVobserved 6 days ago
Occurred
Jan 2, 2025
Advisor changed firm
David Joseph Pilaitis left Ic Advisory Services, Inc. for United Capital Financial Advisors (registered 2025-11-26)
Form ADVobserved 6 days ago