Dante Bailey

Employer firm

Wj Financial Advisors, LLC CRD 142761

$203M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2024 → 11/2025
  Equitable Advisors, Llc
  New York, NY
• 09/2020 → 05/2024
  University Of Connecticut
  Storrs, CT
• 01/2017 → 06/2020
  South Brunswick High School
  Monmouth Junction, NJ
• 06/2022 → 11/2022
  Hollister
  Trumbull, CT
• 06/2020 → 09/2020
  Cutco
  Olean, NY
• 10/2016 → 01/2017
  Orange High School
  East Orange, NJ
• 08/2014 → 10/2016
  Wolmers Boys High School
  Kingston
• 12/2025 → 05/2026
  Between Employers
  Bridgeport, CT
• 06/2026 → Present
  Wj Financial Advisors, Llc
  Killingworth, CT

Previous Registrations

• 2024-11-21 → 2025-11-13
  Equitable Advisors, Llc
  Milford, CT
  Stamford, CT

Exams

• S66 Uniform Combined State Law Examination
  2024-11-19