Gerald Strid Email & Phone Number

Greater Philadelphia Area

Concentus Wealth Advisors is a Registered Investment Advisor (RIA), fiercely motivated to provide unmatched, innovative wisdom that can only come from deep experience and a client-first mentality. The team, led by the Strid family, has over 200 years of combined experience in wealth management and offers an uncompromising standard of fiduciary care and unprecedented client service. With a focus on integrity, reliability, simplicity, and family, Concentus Wealth Advisors aims to serve as stewards in protecting and growing their clients’ rivers of wealth, while fostering financial freedom.

Greater Philadelphia Area

Founded by Gerald “Zeke” Strid in 2003, The Strid Wealth Management Group was based in Berwyn, PA and managed $400 million of assets.

Devon, Pa

Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients achieve the lives they want.

Philadelphia, Pa

PaineWebber and Company was an American stock brokerage and asset management firm that was acquired by the Swiss bank UBS AG in 2000.

Philadelphia, Pa

Loeb, Rhoades & Co. was a Wall Street brokerage firm founded in 1931 and acquired in 1979 by Sanford I. Weill's Shearson Hayden Stone. Although the firm would operate as Shearson Loeb Rhoades for two years, the firm was ultimately acquired in 1981 by American Express to form Shearson/American Express and three years later Shearson Lehman/American Express.

Greater Philadelphia Area

Greater Philadelphia Area

Greater Philadelphia Area

Bachelor Of Science (B.S.), Finance

Education record

Education record