Scott Shellhamer, financial advisor Exton PA
93 score

Scott Shellhamer

CRD Number: 5492892
Current Firm: Warren Financial Service

Scott Shellhamer (CRD# 5492892) is an Investment Advisor Representative working at Warren Financial Service in Exton, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Warren Financial Service Exton, PA Mar 2012 - Current 4
Lockwood Advisors Inc. King Of Prussia, PA Sep 2011 - Mar 2012 < 1
Pershing LLC King Of Prussia, PA Sep 2011 - Mar 2012 < 1
Lockwood Advisors Inc. Malvern, PA May 2010 - Sep 2011 1
Pershing LLC Malvern, PA Feb 2008 - Sep 2011 3
Lockwood Capital Management Malvern, PA Feb 2008 - May 2010 2
Geewax, Terker & Company Chadds Ford, PA Sep 2000 - Jan 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Scott Shellhamer
Phone Number: 610-363-2000
Registered State(s):
  • DE
  • PA
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $497,606
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

DE, FL, GA, IL, PA, SC

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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