David A. Krilov

CROSSMARK WEALTH MANAGEMENT

Medford Lakes, NJ

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CRD#: 7591944

Professional summary

David Alexis Krilov is a registered financial advisor currently at CROSSMARK WEALTH MANAGEMENT, LLC located in Medford Lakes, New Jersey.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. David has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alexis Krilov's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 16, 2026 - Present

CROSSMARK WEALTH MANAGEMENT, LLC

RIA

CRD#: 289004

Medford Lakes, NJ

Past

April 27, 2023 - January 9, 2025

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

MT. LAUREL, NJ

Past

March 3, 2023 - January 9, 2025

UBS FINANCIAL SERVICES INC.

CRD#: 8174

MT. LAUREL, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CROSSMARK WEALTH MANAGEMENT, LLC

CAPSTONE ADVISORS, LLC | CROSSMARK WEALTH MANAGEMENT, LLC

CRD#: 289004 / SEC#: 801-110915

RIA

Registered Investment Advisory firm - (7/31/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/16/2026)

IAR

Texas
(7/17/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/27/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/3/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/2/2022

Securities Industry Essentials Examination

Current Firm

CROSSMARK WEALTH MANAGEMENT, LLC

CAPSTONE ADVISORS, LLC | CROSSMARK WEALTH MANAGEMENT, LLC

CRD#: 289004 / SEC#: 801-110915

RIA

Registered Investment Advisory firm - (7/31/2017 Approved)

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Contact information

Main Address

15375 Memorial Drive Suite 200, Houston, TX 77079

Mailing Address

Phone number

(713) 260-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CROSSMARK WEALTH FORM ADV PARTS 2A AND 2B DATED JUNE 30 2025 (6/29/2025)

Regulatory assets under management

Total Number of Accounts	688
AUM (Assets Under Management)	$ 1,108,305,354

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David A. Krilov

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alexis Krilov's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSSMARK WEALTH MANAGEMENT, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CROSSMARK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/27/2023

Series 7TO

Date: 3/3/2023

SIE

Date: 9/2/2022

Current Firm

CROSSMARK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CROSSMARK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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