# DAVID JOSEPH PILAITIS

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2025-11-26 | present | Yes |
| [IC ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/140190) | 2024-12-26 | 2025-01-02 | — |
| [APEXIUM FINANCIAL LP](https://search.stillhousedata.com/firm/283726) | 2016-05-16 | 2025-12-04 | — |
| [CITRIN COOPERMAN WEALTH MANAGEMENT, LP](https://search.stillhousedata.com/firm/146374) | 2009-03-13 | 2016-12-31 | — |
| [YMSR ADVISORS, INC.](https://search.stillhousedata.com/firm/121636) | 2007-12-06 | 2008-12-31 | — |
| [MYCIO WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/134436) | 2006-04-06 | 2007-03-12 | — |
| [VANGUARD ADVISERS, INC.](https://search.stillhousedata.com/firm/106715) | 2000-06-15 | 2003-09-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2829596)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2829596.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.