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
Brian BuckleyFebruary 17, 2017
Elizabeth van Walleghem, Thomas ButlerSeptember 13, 2016
Carrie GallawayJuly 07, 2016

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.