Paul Strid Concentus, Item 1: Cover Page Part 2A of Form ADV: F
Paul Strid Concentus, Item 1: Cover Page Part 2A of Form ADV: Firm Brochure July 2025 3803 West Chester Pike, Suite 225 Newtown Square, PA 19073 www. Hi everyone! Super excited to share my podcast conversation with my friend Erik Strid, co-founder and CEO of Concentus Wealth Advisors. Martie has spent her life helping students Neither Concentus Wealth Advisors nor any of its advisors pay a fee in exchange for this award. Check it out My dad (Zeke), brother (Erik Strid) and I, along with our amazing team, have worked for years trying help people. Our approach is distinctive. The team is joining from Wells [GRAPHIC] How Erik Strid of Concentus Wealth Advisors is better serving clients. One of the things that we felt we needed to grow was to go independent. The Forbes list spotlights more than 6,500 financial advisors across the country and is determined by a range of criteria, including interviews, industry experience, and asset performance. Thanks to you and your team, Erik. Earlier this week, Paul Strid and his family had the opportunity to support our wonderful friend Martie Gillin on behalf of the entire Concentus team. Read more Paul Strid is a financial advisor based in Newtown Square, Pennsylvania, working with Concentus Wealth Advisors. Growing up the son of a stockbroker, I always had a fascination with Wall Street, and I knew from a young age that I wanted a career in finance. My Story I am the co-founder of Concentus Wealth Advisors and currently serve as the Chief Executive Officer (CEO). So, I’ve always been familiar with Founding Principal & CEO at Concentus Wealth Advisors · On February 19th, 2014, our team broke free from the constraints of “Big Wall Street” and formed an Independent Registered On-screen text: Paul Strid Founding Principal and COO | Concentus Wealth Advisors Concentus is located just outside Philadelphia in an area called The Main Line. Erik Strid, Co-Founder & Founding Principal at Concentus Wealth Advisors, based in Philadelphia, Pennsylvania, United States. Concentus Wealth Advisors, a limited liability company based in Pennsylvania, is owned by Paul Strid and Erik Strid. So, I’ve always been familiar with the markets. About 10 years ago, we left the wirehouse world to start an independent firm Our Founding Principal, Erik Strid, shares what he's learned throughout the course of his career, from working at Wall Street brokerage firms, to building an independent firm and acting as a fiduciary. in/gBXfHp-w …see more 87 7 Comments sign in Erik Strid, CFP®, ChFC® 1mo My bro, Erik the busy author, is publishing his 3rd book. He has been in practice for 11 years, the last 11 years at Concentus Wealth Advisors. Paul received a Bachelor of Science degree from Georgetown University McDonough School of Business. in/egibWh2Q Paul Strid Founding Principal and COO | Concentus Wealth Advisors Concentus is located just outside Philadelphia in an area called The Main Line. Greco, CFP®, MBA Jack Liberatore, CFP® Paul Strid. We grew up here so we've been in this area for a long time, and I think that shows in our business and our clients. Erik Strid is a financial advisor based in Newtown Square, Pennsylvania, working with Concentus Wealth Advisors. Thank you for your continuous trust, confidence, and support! We look forward to continuing to Erik Strid, CEO of Concentus Wealth Advisors, has launched his third book, Exploring, focused on how to prepare for and enjoy retirement. Concentus Wealth Advisors expertise in wealth management, financial planning, investment management and advisory services. Donna McNally Thomas J. Advisory services are only offered to clients or prospective clients where Concentus Wealth Advisors and its representatives are properly licensed or exempt from licensure. Read more about Erik Strid, their experience, their asset summary, and more here. The newly-formed RIA will use Dynasty's investment platform and Envestnet's portfolio tools and reporting technology. Erik has passed the Series 63 and Series 65 regulatory exams and is registered Erik Strid was named to the Forbes Best-In-State list of the top wealth managers in Pennsylvania for the fourth year running. My dad (and our original founder), Gerald “Zeke” Strid, spent much of his early career as a traditional stockbroker. And to deliver advice in a holistic way. Paul has previously worked at Concentus Wealth Advisors, has passed the Series 66 regulatory exam, and is registered to provide services in Pennsylvania and Texas. Zeke and Erik left Merrill Lynch and, together with Paul, formed Strid Wealth Management Group, which later evolved into Concentus Wealth Advisors. Our team is distinguished. Erik has passed the Series 63 and Series 65 regulatory exams and is registered Erik Strid is a financial advisor based in Newtown Square, Pennsylvania, working with Concentus Wealth Advisors. 3 Paul Strid Founding Principal & CEO at Concentus Wealth Advisors 2mo Edited Financial Advice Specialist Concentus Wealth Advisors, Newtown Square, PA 6 Paul Strid Founding Principal & CEO at Concentus Wealth Advisors 1mo Paul Strid is founding principal at Concentus Wealth Advisors in King of Prussia, Pennsylvania. My wife and I truly value our relationship with Concentus. But most importantly, as your advisor, we are dedicated to helping you achieve your financial goals. View Erik Strid, CFP®, ChFC®’s profile on LinkedIn, a Paul Flick Strid, age 50, lives in Devon, PA. On-screen text: Erik Strid Founding Principal and CEO | Concentus Wealth Advisors CONCENTUS WEALTH ADVISORS ( CRD # 170052/SEC#:801-79182 ) CONCENTUS WEALTH ADVISORS, STRID WEALTH MANAGEMENT, LLC, STRID GROUP, LLC Gerald Strid is a Founding Principal at Concentus Wealth Advisors based in King Of Prussia, Pennsylvania. We felt like we couldn’t grow the way we wanted to at the firm we were at. Gerald Strid works as a BOARD OF TRUSTEES Member at Concentus Wealth Advisors, which is a Finance company with an estimated 13 employees; and founded in 2014. New year, new site! But, we're the same Concentus driven by our 5 Core Values: 🔸 Contribution 🔸 Fun 🔸 Family 🔸 Optimism 🔸 Integrity https://lnkd. Erik Strid is #56 on Forbes' 2025 Best-In-State Wealth Advisors list. Paul Flick Strid, age 50, lives in Devon, PA. It’s been a privilege to support your journey, and we look forward to many more successful years of partnership and business growth together. As Concentus approaches its 10th anniversary, the values Zeke held dear when founding the firm still hold true today. Bravo Strid Brothers!!! Paul Strid, Erik Strid, Concentus Wealth Advisors Reply 1 Reaction Jason Pinkham Paul Strid, based in Illinois, United States, is currently a Senior Benefits Advisor at Association Member Benefits Advisors. Find their contact information including current home address, phone number 212-367-9170, background check reports, and property record on Whitepages People Search, the most trusted online directory. The five-strong team previously operated as Strid Wealth Management Group and consists of: Erik Strid, principal; Gerald Strid, principal; Paul Strid, principal; Nathan Hayward, director; and Thomas Greco, director. Join me in welcoming Amy King, Concentus' new Operations Manager! Amy has over a decade of experience in both large wire houses and RIAs working with Ultra-High-Net-Worth . My Story I am the co-founder of Concentus Wealth Advisors. This website is solely for informational purposes. The Concentus Wealth Advisors management team includes Paul Strid (Founding Principal and CEO), Max Strid (Marketing Specialist), and Patrick Johnson (Senior Associate). MARCH: Gerald and Erik Strid move to Wells Fargo Advisors (formerly Wachovia Securities) to start The Strid Wealth Management Group; Paul Strid joins them. On-screen text: Erik Strid Founding Principal and CEO | Concentus Wealth Advisors · Experience: Concentus Wealth Advisors · Education: Amherst College · Location: Greater Philadelphia · 500+ connections on LinkedIn. The firm has been registered as an investment advisor with the SEC since February 19, 2014. com Firm Contact: Paul Strid Chief Compliance Officer This brochure provides information about the qualifications and business practices of Concentus Wealth Advisors. Like what you see? Make sure you're getting it all Accounting Today is a leading provider of online business news for the accounting community, offering breaking news, in-depth features, and a host of resources and services. By balancing shorter-term fears with longer-term needs and objectives, you can remain comfortably committed to your plan. I grew up in the world of finance. Financial Advisor at Concentus Wealth Advisors · Experience: Concentus Wealth Advisors · Location: Villanova. Founding Principal & CEO at Concentus Wealth Advisors · On February 19th, 2014, our team broke free from the constraints of “Big Wall Street” and formed an Independent Registered About Paul Strid Paul Strid is a Founding Principal and Chief Executive Officer at Concentus Wealth Advisors based in King Of Prussia, Pennsylvania. , their management level is C-Level. Concentus Wealth Advisors is a Registered Investment Adviser. This was my first financial advisor to come on the podcast so not only was it interesting to learn about Erik’s entrepreneurial story, but it also was a very informative podcast (especially in light of the Coronavirus and its effect on the market). Erik has previously held positions at Concentus Wealth Advisors and Purshe Kaplan Sterling Investments. After graduating from Georgetown in 1997, I followed my brother Erik’s footsteps Mar 31, 2025 · Paul Strid, Founding Partner & Chief Executive Officer at Concentus Wealth Advisors, based in Newtown Square, Pennsylvania, United States. Comments on: Paul Strid Our team loves a reason to celebrate, and we had the opportunity to come together this past weekend and celebrate 10 years of Concentus. Concentus Wealth Advisors employs 17 employees. On-screen text: Erik Strid Founding Principal and CEO | Concentus Wealth Advisors We've really tried very hard to work I am the co-founder of Concentus Wealth Advisors and currently serve as the Chief Executive Officer (CEO). 2 positions known in addition to Chief Executive Officer at Strid Group LLC I'm dedicated to building Concentus with an amazing, committed team that all share the same vision. View Erik Strid’s profile on LinkedIn, a professional community of 1 billion members. Like Comment Paul Strid Founding Principal & CEO at Concentus Wealth Advisors 5mo #BeLikeZeke Peter Strid VP Enterprise Sales Building Custom Software that Drives Revenue Growth & Transforms On February 19th, Concentus celebrated 8 years of helping families achieve their financial goals. Explore all that our new site has to offer now! Concentus Wealth Advisors 18 1 Comment 1,143 followers 231 Posts 2 Articles Founding Principal at Concentus Wealth Advisors · On February 19th, 2014, our team broke free from the constraints of “Big Wall Street” and formed an Independent Registered Investment Advisor Multi-Generational Strid Family Has Deep Ties To Community NEW YORK, NY - February 20th, 2014 - Dynasty Financial Partners today announced its partnership with Concentus Wealth Advisors, the most recent independent investment advisory firm to leverage Dynasty Financial Partners' industry-leading platform of integrated wealth management services and technology. https://lnkd. Happy 9th anniversary to Erik Strid, Paul Strid and all our friends at Concentus Wealth Advisors! We are proud to be on this journey with you and look forward to many more years of partnership and business growth together. Paul Strid brings experience from previous roles at Paul Strid Insurance. My childhood was strongly influenced by the story of how my dad used Paul Strid, Founding Partner & Chief Executive Officer at Concentus Wealth Advisors, based in Newtown Square, Pennsylvania, United States. Paul Strid is a financial advisor based in Newtown Square, Pennsylvania, working with Concentus Wealth Advisors. Previously, Paul was a Vice President Global Business Analyst at Credit Suisse. Find out more about Paul Flick Strid's international, operational and industry experience. Paul Strid Founding Principal and COO | Concentus Wealth Advisors Concentus is located just outside Philadelphia in an area called The Main Line. I really, really truly felt that this idea of becoming a fiduciary, comprehensive fiduciary advisor for our clients…to be able to look at their family and their balance sheet and their financial lives in a holistic way. Paul Strid is founding principal at Concentus Wealth Advisors in King of Prussia, Pennsylvania. Previously, Gerald was a Financial Advis or at Merrill and also held positions at UBS, Shearson Loeb Rhoades, Elkins Construction. Financial Advice Specialist Concentus Wealth Advisors, Newtown Square, PA 7 Paul Strid Founding Principal & CEO at Concentus Wealth Advisors 7mo Love our team. Dynasty - Congratulations to Erik Strid, Paul Strid, and the team at Concentus Wealth Advisors on eleven years of independence. Concentus. There are 2 professionals named "Paul Strid", who use LinkedIn to exchange information, ideas, and opportunities. Cheers! Paul Strid, Nathan Hayward, ChFC®, CFP®, MBA View the profiles of professionals named "Paul Strid" on LinkedIn. What should I know about this advisor? Paul Strid is a financial advisor in Newtown Square, PA. [GRAPHIC] How Concentus Wealth Advisors feels they are better structured for growth. 7fye, vtrf8, 4xawf, tjijw, 5tl0l, nvjl, bvrb, avfela, trgb, m4je,