Erik O. Strid
CONCENTUS WEALTH ADVISORS
Newtown Square, PA 19073
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CRD#: 2332826
Professional summary
Erik Ortlieb Strid, CFP®, who also goes by Erik O Strid, is a registered financial advisor currently at CONCENTUS WEALTH ADVISORS located in Newtown Square, Pennsylvania and PURSHE KAPLAN STERLING INVESTMENTS located in Newtown Square, Pennsylvania.
Erik is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Erik has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Erik O Strid
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)CONCENTUS WEALTH ADVISORS. Investment Related. 3803 West Chester Pike, Suite 225 Newtown Square, PA 19073. Financial Services. CEO/Principal. Start 2/19/2014. 200 hours per month, 150 during trading. Client Relationship Manager. 2) PKS FINANCIAL SERVICES; INVESTMENT RELATED 80 STATE ST, ALBANY, NY 12207; FIXED INSURANCE; INSURANCE AGENT; SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS 3) MILLENIUM BROKERAGE GROUP INVESTMENT RELATED. 100 WINNERS CIRCLE SUITE 100 BRENTWOOD, TN 37027. INSURANCE. PRINCIPAL PRODUCER. START 10/2014. 1 HR/MONTH 1 DURING TRADING. PRODUCER INSURANCE AGENT. 4) TIME, A CRUMP COMPANY INVESTMENT RELATED. 21550 OXRARD ST. SUITE 500 WOODLAND HILLS, CA 91367. INSURANCE. PRINCIPAL,PRODUCER. START 10/2014. 1 HR/MONTH, 1 DURING TRADING. PRODUCER, INSURANCE AGENT. 5)DYNASTY INSURANCE SERVICES INVESTMENT RELATED. 1350 AVENUE OF THE AMERICAS, NEW YORK, NY 10019. INSURANCE. PRINCIPLE, PRODUCER. START 10/2014. 1 HR/MONTH 1 DURING TRADING. PRODUCER,INSURANCE AGENT. 6) BKA Private Wealth Consultants. Investment Related. PO Box 359, Malvern, PA 19355. Insurance. Agent. 09/2017. 1 Hr/Mo; All During Trading Hours. Producer Insurance Agent. 7)AUTHOR- CLARITY; INVESTMENT RELATED; 1000 CONTINENTAL DR #560 KOP, PA 19406; AUTHOR OF BOOK - CLARITY; AUTHOR; 4/2018; 0 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; AUTHOR OF BOOK 8)AUTHOR- Explorers; INVESTMENT RELATED; 1000 CONTINENTAL DR #560 King Of Prussia, PA 19406; AUTHOR OF BOOK - Explorers; AUTHOR; 10/2019; 0 HOURS/MONTH; 0 HOURS/MONTH DURING SECURITIES HOURS; AUTHOR OF BOOK 9) J Wood Platt Scholarship. Non-Investment Related. 1974 Sproul Rd, Ste. 400, Broomall, PA 19008. Scholarship fund, trustee. Start 7/2019. 1hr/mo, 0hrs during trading hours. Trustee, raise awareness and donations for scholarship und. Nominate/Vote on scholarship recipients.
CRS (Client Relationship Summary) - RIA
Click below to view Erik Ortlieb Strid's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
February 20, 2014 - Present
CONCENTUS WEALTH ADVISORS
Office #1: 3803 West Chester Pike Suite 225, Newtown Square, PA 19073RIA
CRD#: 170052
Newtown Square, PA
Current
February 19, 2014 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 3803 West Chester Pike Suite 225, Newtown Square, PA 19073BD
CRD#: 35747
Newtown Square, PA
Past
March 17, 2003 - February 25, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BERWYN, PA
Past
March 7, 2003 - February 25, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BERWYN, PA
Past
September 21, 2000 - March 12, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
KING OF PRUSSIA, PA
Past
July 8, 1993 - March 12, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CONCENTUS WEALTH ADVISORS
CONCENTUS WEALTH ADVISORS | STRID WEALTH MANAGEMENT, LLC | STRID GROUP, LLC
CRD#: 170052 / SEC#: 801-79182
RIA
Registered Investment Advisory firm - (2/19/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(2/19/2014)
RR
Connecticut(2/19/2014)
RR
Delaware(2/19/2014)
RR
Florida(2/19/2014)
RR
Hawaii(2/19/2014)
RR
Indiana(2/26/2014)
RR
Maryland(2/19/2014)
RR
New Jersey(2/19/2014)
RR
New York(2/19/2014)
RR
Pennsylvania(2/19/2014)
IAR
Pennsylvania(2/20/2014)
RR
South Carolina(2/19/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CONCENTUS WEALTH ADVISORS
CONCENTUS WEALTH ADVISORS | STRID WEALTH MANAGEMENT, LLC | STRID GROUP, LLC
CRD#: 170052 / SEC#: 801-79182
RIA
Registered Investment Advisory firm - (2/19/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3803 West Chester Pike Suite 225, Newtown Square, PA 19073
Mailing Address
Phone number
(610) 994-9190
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,578 |
| AUM (Assets Under Management) | $ 899,137,182 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
