Apexium Financial LP

Apexium Financial LP (CRD# 283726) is a financial advisory firm headquartered in New York, NY. They manage $439,743,822 in 1,178 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    440
    MILLION
  • Total Number of Accounts
    1,178
    ACCOUNTS
  • Average Account Value
    $373,297
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MD, NJ, NY, PA, TX

Financial Advisors at Apexium Financial LP
Showing 1 - 3 of 3 top financial advisors.
1
David J. Pilaitis
CRD#: 2829596
1800 Jfk Boulevard, Philadelphia, PA 19103
96
Wealthminder
score

David Pilaitis (CRD# 2829596) is an Investment Advisor Representative working at Apexium Financial LP in Philadelphia, PA and has over 20 years of experience in the finance industry. David Pilaitis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David B. Bruckman
CRD#: 4419254
529 Fifth Avenue, New York, NY 10017
93
Wealthminder
score

David Bruckman (CRD# 4419254) is an Investment Advisor Representative working at Apexium Financial LP in New York, NY and has over 17 years of experience in the finance industry.

3
Alan H. Mandeloff
CRD#: 4578901
1800 Jfk Blvd, Philadelphia, PA 19103
90
Wealthminder
score

Alan Mandeloff (CRD# 4578901) is an Investment Advisor Representative working at Apexium Financial LP in Philadelphia, PA and has 1 year of experience in the finance industry. Alan Mandeloff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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