Unclaimed Profile

David Joseph Pilaitis

APEXIUM FINANCIAL LP·DALLAS, Texas

SIE, Series 6TO, Series 7, Series 63, Series 65CFPClean record26 years registeredAPEXIUM FINANCIAL LP

1920 MCKINNEY AVE., DALLAS, TX 75201CRD# 2829596Firm CRD# 283726

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Joseph Pilaitis · DALLAS, TX

Registration

CRD #2829596 · APEXIUM FINANCIAL LP · 26 years registered

Brand Profile

Not yet started

Career History

UNITED CAPITAL FINANCIAL ADVISORS

Nov 2025 – present

IC ADVISORY SERVICES, INC.

Dec 2024 – Jan 2025

BALA CYNWYD, PA

APEXIUM FINANCIAL LP

May 2016 – Dec 2025

West Deptford, NJ

CITRIN COOPERMAN WEALTH MANAGEMENT, LP

Mar 2009 – Dec 2016

NEW YORK, NY

YMSR ADVISORS, INC.

Dec 2007 – Dec 2008

PHILADELPHIA, PA

MYCIO WEALTH PARTNERS, LLC

Apr 2006 – Mar 2007

PHILADELPHIA, PA

VANGUARD ADVISERS INC

Jun 2000 – Sep 2003

MALVERN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 63

Series 65

Registration record

First registered · June 15, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APEXIUM FINANCIAL LP

CRD 283726 · SEC 801-107760

AUM

$2.6B

Regulatory assets under management

Employees

2,541 client accounts

Services offered by APEXIUM FINANCIAL LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APEXIUM FINANCIAL LP →

Introduction

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Frequently Asked Questions

What services does David Joseph Pilaitis offer?

David Joseph Pilaitis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are David Joseph Pilaitis's credentials?

David Joseph Pilaitis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Joseph Pilaitis located?

David Joseph Pilaitis is based in DALLAS, Texas, working with APEXIUM FINANCIAL LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does David Joseph Pilaitis charge for services?

David Joseph Pilaitis's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APEXIUM FINANCIAL LP?

APEXIUM FINANCIAL LP has approximately 14 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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