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Current Employers
Concentus Wealth Advisors

3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-14
PA RA APPROVED 2025-08-13
  • TX RA
    APPROVED
    Since 2026-05-14
  • PA RA
    APPROVED
    Since 2025-08-13

Branch Locations

3803 West Chester Pike Suite 225, Newtown Square, PA 19073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Newtown Square PA 07/2024 02/2025
Conestoga High School Berwyn PA 08/2016 06/2020
Villanova University Villanova PA 08/2020 07/2024
Bernstein Private Wealth Miami FL 03/2025 06/2025
Concentus Wealth Advisors Newtown Square PA 08/2025 Present
  • 07/2024 → 02/2025
    Newtown Square, PA
  • 08/2016 → 06/2020
    Conestoga High School
    Berwyn, PA
  • 08/2020 → 07/2024
    Villanova University
    Villanova, PA
  • 03/2025 → 06/2025
    Bernstein Private Wealth
    Miami, FL
  • 08/2025 → Present
    Newtown Square, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-06
  • S66 Uniform Combined State Law Examination
    2024-09-06
Other Names
  • Paige Deasy

View on SEC IAPD

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