Erik O. Strid, Gerald D. Strid, Paul F. Strid, Nathan J. Hayward, Thomas J. Greco

Concentus Wealth Advisors

Adviser/team AUM: $300,000,000

Move Details

Firm leaving Wells Fargo Advisors
Firm joining Dynasty Financial Partners
Adviser(s) location

Philadelphia, PA

Date February 19, 2014

Latest Moves to Dynasty Financial Partners

Adviser(s) Date announced
Ben Gordon, Laura Blair, Collin HartAugust 28, 2017
Frank Collins, Kim Lee Kenawell-HoffeckerAugust 01, 2017
Joseph EschlemanJuly 26, 2017

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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