Unclaimed Profile

Scott Shellhamer

WARREN FINANCIAL SERVICE & ASSOCIATES, INC.·EXTON, Pennsylvania

Series 7, Series 66Clean record16 years registeredWARREN FINANCIAL SERVICE & ASSOCIATES, INC.

7 DOWLIN FORGE RD, EXTON, PA 19341CRD# 5492892Firm CRD# 119066

Profile Verification

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

Identity

Scott Shellhamer · EXTON, PA

Registration

CRD #5492892 · WARREN FINANCIAL SERVICE & ASSOCIATES, INC. · 16 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Aug 2023 – present

WARREN FINANCIAL SERVICE

Mar 2012 – Dec 2022

EXTON, PA

LOCKWOOD ADVISORS INC

Jun 2010 – Mar 2012

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 25, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WARREN FINANCIAL SERVICE & ASSOCIATES, INC.

CRD 119066 · SEC 802-127869

AUM

$366M

Regulatory assets under management

Services offered by WARREN FINANCIAL SERVICE & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WARREN FINANCIAL SERVICE & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Scott Shellhamer offer?

Scott Shellhamer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EXTON, Pennsylvania for a consultation.

What are Scott Shellhamer's credentials?

Scott Shellhamer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Shellhamer located?

Scott Shellhamer is based in EXTON, Pennsylvania, working with WARREN FINANCIAL SERVICE & ASSOCIATES, INC.. Their office serves clients in the EXTON metropolitan area and surrounding communities.

How does Scott Shellhamer charge for services?

Scott Shellhamer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WARREN FINANCIAL SERVICE & ASSOCIATES, INC.?

WARREN FINANCIAL SERVICE & ASSOCIATES, INC. is a registered investment adviser with the SEC, managing $366M in regulatory assets under management. See their Form ADV for full details.

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