David Lawrence Bailin
Investment adviser representative at Integrous Wealth Strategies
28 yearsExperience
1 stateRegistered in
ChFC®Designation
$216.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Integrous Wealth Strategies LLCMay 2026 to now
- Purshe Kaplan Sterling InvestmentsMay 2026 to now
- Personal Wealth Strategies for PhysiciansDec 2008 to now
- Personal Wealth Strategies LLCMay 2002 to now
- David BailinFeb 1998 to now
- Osaic Wealth, Inc.Jan 2024 to May 2026
- Woodbury Financial Services, Inc.Feb 2013 to Jan 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Integrous Wealth Strategies
Legal name: Integrous Wealth Strategies LLC
$216.2MAssets managed
441Clients
3Advisers
Under 1 yearIn 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
- 1835995
- Firm CRD
- 340613