Paige E Deasy
Investment adviser representative at Concentus Wealth Advisors
9 yearsExperience
2 statesRegistered in
$1.1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Concentus Wealth AdvisorsAug 2025 to now
- Bernstein Private WealthMar 2025 to Jun 2025
- Morgan StanleyJul 2024 to Feb 2025
- Villanova UniversityAug 2020 to Jul 2024
- Conestoga High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Concentus Wealth Advisors
Legal name: Strid Group, LLC
$1.1BAssets managed
344Clients
9Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7519964
- Firm CRD
- 170052