Unclaimed Profile

Erik Ortlieb Strid

STRID GROUP, LLC·NEWTOWN SQUARE, Pennsylvania

SIE, Series 7, Series 63, Series 65CFP ChFC25 years registeredSTRID GROUP, LLC

3803 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 2332826Firm CRD# 170052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erik Ortlieb Strid · NEWTOWN SQUARE, PA

Registration

CRD #2332826 · STRID GROUP, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CONCENTUS WEALTH ADVISORS

Feb 2014 – present

WELLS FARGO ADVISORS, LLC

Mar 2003 – Feb 2014

BERWYN, PA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Sep 2000 – Mar 2003

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 21, 2000

Years registered · 25

Professional designations · CFP, ChFC

Disclosure History

1990Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STRID GROUP, LLC

CRD 170052 · SEC 801-79182

AUM

$800M

Regulatory assets under management

Employees

2,337 client accounts

Services offered by STRID GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRID GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Erik Ortlieb Strid offer?

Erik Ortlieb Strid specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.

What are Erik Ortlieb Strid's credentials?

Erik Ortlieb Strid holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Erik Ortlieb Strid located?

Erik Ortlieb Strid is based in NEWTOWN SQUARE, Pennsylvania, working with STRID GROUP, LLC. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.

How does Erik Ortlieb Strid charge for services?

Erik Ortlieb Strid's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRID GROUP, LLC?

STRID GROUP, LLC has approximately 10 employees and manages $800M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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