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.
2018
APRIL: Erik Strid publishes 2nd book, Clarity
2017
june: Financial Times names company to its 2017 300 Top Registered Investment Advisers list
august: Concentus reaches $500M assets under advisement
2016
june: Financial Times names company to its 2016 300 Top Registered Investment Advisers list
August: Wall Street Journal profiles gerald strid’s “Declaration of Independence” when he broke away from Wells Fargo to form Concentus
2014
february: Team leaves Wells Fargo Advisors to form Concentus Wealth Advisors, an independent investment advisory firm
august: Erik Strid publishes 1st book, Empowered Values
2012
january: Main Line Today names Erik Strid as one of their Top Financial Advisors of the year
2010
may: Erik Strid’s first appearance on CNBC.com
2008
may: Registered Rep. magazine recognizes Gerald Strid with its 2008 Outstanding Advisor Award
december: Gerald Strid is inducted into Research magazine’s Advisor Hall of Fame
2007
january: Main Line Today names Gerald Strid “Man of the Year” for his extensive work with Project H.O.M.E
OCTOBER: InvestmentNews names Gerald Strid winner of the 2007 COMMUNITY LEADERSHIP AWARDS
2003
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
July: Erik Strid joins Gerald at Merrill Lynch. At Merrill, they form G.D. Strid and Associates