David Bailin has been Managing Director of Integrous Wealth Strategies since May 2026, is a control person of the firm and directly owns under 5% of it.
Integrous Wealth Strategies LLC is a Hamilton, NJ firm with $216M under management, 441 clients and 3 advisers across 2 offices, as of its September 2026 filing.
David Bailin’s longest registration was 10 years at Woodbury Financial Services, Inc. (2013–2024). Before joining Integrous Wealth Strategies in 2026, David Bailin was registered through Osaic Wealth, Inc. and Woodbury Financial Services, Inc.
- Personal Wealth StrategiesAlso current– present · under a yearHamilton, NJ · Adviser representative · Firm CRD 344140
- Integrous Wealth StrategiesCurrent– present · under a yearHamilton, NJ · Adviser representative · Firm CRD 340613
- Osaic Wealth, Inc.– · 2 yearsHobe Sound, FL · Adviser representative · Firm CRD 23131
- Woodbury Financial Services, Inc.– · 10 yearsHamilton, NJ · Adviser representative · Firm CRD 421
- Securian Financial Services, Inc.– · 10 yearsHamilton Square, NJ · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
David Bailin is registered as an investment adviser representative in New Jersey, since May 2026.
- New JerseySince 26 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 2 July 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 1997 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 26 February 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 July 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 May 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Lawrence Bailin
- CRD
- 1835995
- Firm
- Integrous Wealth Strategies · CRD 340613
- Role
- Managing Director
- Office
- 2277 ROUTE 33, SUITE 415, Hamilton, NJ 08690
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1988
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Bailin work?
David Bailin has been Managing Director of Integrous Wealth Strategies LLC since May 2026, and is a control person of the firm.
Is David Bailin a financial advisor?
Yes. David Bailin has a current investment-adviser registration in New Jersey, through Integrous Wealth Strategies since May 2026.
How many years of experience does David Bailin have?
David Bailin has 38 years in the financial industry, since July 1988, across 5 adviser firms.
What exams has David Bailin passed?
David Bailin has passed 5 licensing exams: the Series 6, Series 63, Series 26, Series 65 and Series 7. The earliest, the Series 6, was passed in May 1988. FINRA credited David Bailin with the SIE, which began in October 2018.
Where did David Bailin work before Integrous Wealth Strategies?
Before Integrous Wealth Strategies, David Bailin was registered through Woodbury Financial Services, Inc., February 2013 to January 2024; Securian Financial Services, Inc., June 2002 to February 2013.
Where is David Bailin based?
David Bailin’s registered office is in Hamilton, NJ.
Is David Bailin registered with FINRA?
Yes. David Bailin has a current broker registration, under CRD 1835995.
Source: FINRA BrokerCheck
How can I verify David Bailin’s record?
Search CRD 1835995 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Bailin’s full registration record.
- Carly KleimanChief Compliance Officer
- Nancy BailinManaging Director
- Sean CallagyMember
- Jaslynn VesuvioMember