David Pilaitis Email & Phone Number
Managing Director @ United Capital Financial Advisors, LLC
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David Pilaitis Location
- West Deptford, NJ, US
David Pilaitis Work
- Managing Director @ (November 2025 - Present)
- Partner @ (April 2016 - November 2025)
- Partner and Chief Compliance Officer @ Citrin Cooperman Wealth Management, LP (August 2007 - March 2016)
- Manager @ (January 2003 - April 2007)
- Financial Planner @ Vanguard PFP (January 2000 - January 2003)
David Pilaitis Education
- Temple University
BS (Finance)
David Pilaitis Skills
- Securities
- Investment Advisory
- Wealth Management
- Financial Risk
- Due Diligence
- Tax
- Hedge Funds
- Mutual Funds
- Trading
- Strategic Financial Planning
- Alternative Investments
- Equities
- Estate Planning
- Investment Management
- Income Tax
- Asset Allocation
- Strategy
- Training
- Accounting
- Marketing
David Pilaitis Summary
- David Pilaitis, based in West Deptford, NJ, US, is currently a Managing Director at United Capital Financial Advisors, LLC. David Pilaitis brings experience from previous roles at Apexium Financial, Citrin Cooperman Wealth Management, LP, Ernst & Young/myCIO Wealth Partners and Vanguard PFP. David Pilaitis holds a BS in Finance @ Temple University. With a robust skill set that includes Securities, Investment Advisory, Wealth Management, Financial Risk, Due Diligence and more. David Pilaitis has 3 emails and 3 mobile phone numbers on RocketReach.
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David Pilaitis
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