DB
ChFC
DB
ChFC
David Bailin is a ChFC-designated registered investment advisor, based in Hamilton, NJ, with 38 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2277 Route 33, Suite 415, Hamilton, NJ, 08690
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2012Denied
Other Business ActivitiesSells Insurance
David conducts insurance sales activities under the trade name Personal Wealth Strategies and services existing indexed annuities. He also manages Personal Wealth Strategies LLC, dedicating about 10-20% of his time to executive functions and managing the investment and insurance sales office.
Employment History
Current Registrations
Integrous Wealth Strategies
May 2026 - Present · 5 mos
Purshe Kaplan Sterling Investments
May 2026 - Present · 5 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2026 - Present · 5 mos
Previous Registrations
Osaic Wealth, INC.Broker
January 2024 - May 2026 · 2 yrs 4 mos
Osaic Wealth, INC.
January 2024 - May 2026 · 2 yrs 4 mos
Woodbury Financial Services, INC.
February 2013 - January 2024 · 10 yrs 11 mos
Woodbury Financial Services, INC.Broker
February 2013 - January 2024 · 10 yrs 11 mos
Securian Financial Services, INC.
June 2002 - February 2013 · 10 yrs 8 mos
Securian Financial Services, INC.Broker
October 1996 - February 2013 · 16 yrs 4 mos
Nylife Securities INC.Broker
April 1996 - September 1996 · 5 mos
Pruco Securities CorporationBroker
May 1988 - March 1996 · 7 yrs 10 mos
The Prudential Insurance Company of AmericaBroker
May 1988 - December 1993 · 5 yrs 7 mos
State Registrations17 states
AZCACTFLKYLAMDMENCNJNYOHPATNTXVAVT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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