Nancy Bailin is a control person of Integrous Wealth Strategies and directly owns under 5% of it.
Integrous Wealth Strategies is an investment adviser based in Hamilton, NJ, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $216 million, as filed on 18 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4743248
- Firm
- Integrous Wealth Strategies · CRD 340613
- Role
- Managing Director
- In role since
- May 2026 · under a year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Hamilton, NJ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Nancy Bailin work?
Nancy Bailin has been Managing Director of Integrous Wealth Strategies LLC since May 2026, and is a control person of the firm.
How can I verify Nancy Bailin’s record?
Nancy Bailin’s role is listed on Integrous Wealth Strategies LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 340613.
- Carly KleimanChief Compliance Officer
- David BailinManaging Director
- Sean CallagyMember
- Jaslynn VesuvioMember