Paige E. Deasy

CONCENTUS WEALTH ADVISORS

Newtown Square, PA 19073

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CRD#: 7519964

Professional summary

Paige E Deasy, who also goes by Paige Deasy, is a registered financial advisor currently at CONCENTUS WEALTH ADVISORS located in Newtown Square, Pennsylvania.

Paige is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Paige has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paige Deasy

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paige E Deasy's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 13, 2025 - Present

CONCENTUS WEALTH ADVISORS

Office #1: 3803 West Chester Pike Suite 225, Newtown Square, PA 19073

RIA

CRD#: 170052

Newtown Square, PA

Past

March 5, 2025 - June 30, 2025

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

Paoli, PA

Past

March 5, 2025 - June 30, 2025

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

NASHVILLE, TN

Past

September 6, 2024 - February 25, 2025

MORGAN STANLEY

RIA

CRD#: 149777

Newtown Square, PA

Past

August 23, 2024 - February 25, 2025

MORGAN STANLEY

CRD#: 149777

Newtown Square, PA

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".

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/6/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/14/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/14/2024

Securities Industry Essentials Examination

Current Firm

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)

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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

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (7/1/2025)

ADV PART 2A, APP 1 - WRAP BROCHURE (3/18/2025)

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	Cover Page	Report
10/27/2023	Cover Page	Report
01/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Paige E. Deasy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paige E Deasy's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

CONCENTUS WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2024

Series 7TO

Date: 8/14/2024

SIE

Date: 2/14/2024

Current Firm

CONCENTUS WEALTH ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CONCENTUS WEALTH ADVISORS

TRUST BUT VERIFY

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