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 announced February 21, 2014
Transition date February 19, 2014

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.