David Alexis Krilov
Investment adviser representative at Crossmark Wealth Management, LLC
13 yearsExperience
4 statesRegistered in
$1.2BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Crossmark Wealth Management, LLCJul 2026 to now
- Orchard AllianceJan 2025 to now
- UBS Financial ServicesJul 2022 to Dec 2024
- Fellowship Alliance ChapelJan 2013 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (CO, NJ, OH, TX).
Crossmark Wealth Management, LLC
$1.2BAssets managed
723Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7591944
- Firm CRD
- 289004