Garrett Charles Roach
Investment adviser representative at Concentus Wealth Advisors
10 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
10 years in the industry.
- Concentus Wealth Advisors, LLCMay 2024 to now
- Yacht Club of Stone HarborJun 2024 to Aug 2024
- Yacht Club of Stone HarborJun 2023 to Aug 2023
- Yacht Club of Stone HarborJun 2022 to Aug 2022
- Yacht Club of Stone HarborJun 2021 to Aug 2021
- StudentAug 2020 to May 2024
- Yacht Club of Stone HarborJun 2020 to Aug 2020
- Yacht Club of Stone HarborJun 2019 to Aug 2019
- Yacht Club of Stone HarborJun 2018 to Aug 2018
- Conestoga High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
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
- 7938717
- Firm CRD
- 170052