DAVID JOSEPH PILAITIS is an investment adviser representative (IAR) with state registration records since 2000, appearing at 7 firms. Currently registered with UNITED CAPITAL FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2025-11-26 | present | Yes |
| IC ADVISORY SERVICES, INC. | 2024-12-26 | 2025-01-02 | — |
| APEXIUM FINANCIAL LP | 2016-05-16 | 2025-12-04 | — |
| CITRIN COOPERMAN WEALTH MANAGEMENT, LP | 2009-03-13 | 2016-12-31 | — |
| YMSR ADVISORS, INC. | 2007-12-06 | 2008-12-31 | — |
| MYCIO WEALTH PARTNERS, LLC | 2006-04-06 | 2007-03-12 | — |
| VANGUARD ADVISERS, INC. | 2000-06-15 | 2003-09-24 | — |