Paige E Deasy

1 Year of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net Worth

Concentus Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

322 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$899.1M

Fee Structure

Minimum Investment:None

Minimum Annual Fee:$2,500

Location

Paoli, PA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Concentus Wealth Advisors

August 2025 - Present · 6 mos

Previous Registrations

Alliancebernstein L.P.

March 2025 - June 2025 · 3 mos

Sanford C. Bernstein & CO., LLCBroker

March 2025 - June 2025 · 3 mos

Morgan Stanley

September 2024 - February 2025 · 5 mos

Morgan StanleyBroker

August 2024 - February 2025 · 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.