Paul F. Strid
Professional summary
Paul Flick Strid is a registered financial advisor currently at CONCENTUS WEALTH ADVISORS located in Newtown Square, Pennsylvania.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Paul has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Flick Strid's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 19, 2014 - Present
CONCENTUS WEALTH ADVISORS
Office #1: 3803 West Chester Pike Suite 225, Newtown Square, PA 19073February 19, 2014 - June 30, 2015
PURSHE KAPLAN STERLING INVESTMENTS
February 27, 2004 - February 25, 2014
WELLS FARGO CLEARING SERVICES, LLC
November 14, 2003 - February 25, 2014
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
CONCENTUS WEALTH ADVISORS
CRD#: 170052 / SEC#: 801-79182
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/19/2014)
(4/29/2016)
Exams
Current Firm
CONCENTUS WEALTH ADVISORS
CRD#: 170052 / SEC#: 801-79182
Contact information
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
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