History & Awards
With more than 100 years of combined
experience, we are very proud of our
history as trusted advisors and as a
company.
With more than 100 years of combined experience, we are very proud of our history as trusted advisors and as a company.
Our History
Since coming together as the original G.D. Strid and Associates many years ago, our team has published books, appeared on TV, has been featured or quoted in a number of different publications and media outlets, and collected various industry awards.
2019
OCT
OCTOBER: Erik Strid publishes 3rd book, Exploring
OCT
OCTOBER: Concentus Wealth Advisors Named A “Future 50” RIA Firm By Citywire. READ MORE >
2018
APR
APRIL: Erik Strid publishes 2nd book, Clarity
2017
AUG
AUGUST: Concentus reaches $500M assets under advisement
JUN
JUNE: Financial Times names company to its 2017 300 TOP REGISTERED INVESTMENT ADVISERS LIST
2016
AUG
AUGUST: Wall Street Journal profiles gerald strid’s “Declaration of Independence” when he broke away from Wells Fargo to form Concentus
JUN
JUNE: Financial Times names company to its 2016 300 Top Registered Investment Advisers list
2014
AUG
AUGUST: Erik Strid publishes 1st book, EMPOWERED VALUES
FEB
FEBRUARY: Team leaves Wells Fargo Advisors to form Concentus Wealth Advisors, an independent investment advisory firm
2012
JAN
JANUARY: Main Line Today names Erik Strid as one of their Top Financial Advisors of the year
2010
MAY
MAY: Erik Strid’s first appearance on CNBC.com
2008
DEC
DECEMBER: Gerald Strid is inducted into Research magazine’s Advisor Hall of Fame
MAY
MAY: Registered Rep. magazine recognizes Gerald Strid with its 2008 Outstanding Advisor Award
2007
OCT
OCTOBER: InvestmentNews names Gerald Strid winner of the 2007 COMMUNITY LEADERSHIP AWARDS
JAN
JANUARY: Main Line Today names Gerald Strid “Man of the Year” for his extensive work with Project H.O.M.E
2003
MAR
MARCH: Gerald and Erik Strid move to Wells Fargo Advisors (formerly Wachovia Securities) to start The Strid Wealth Management Group; Paul Strid joins them
1993
JUL
JULY: Erik Strid joins Gerald at Merrill Lynch. At Merrill, they form G.D. Strid and Associates
1984