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Scott Shellhamer

EP Wealth Advisors

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About Scott Shellhamer

Scott Shellhamer is a registered investment advisor representative at EP Wealth Advisors. Scott has been in the industry since 2008. Scott is licensed in California, Delaware, Pennsylvania, and Virginia. Scott has a Series 7 and Series 66 license. Scott specializes in financial planning, portfolio management for businesses and individuals, educational seminars, and selection of other advisers. Scott is also a member of the board of directors and a member of the fundraising committee for Good Works, Inc.

Firm Information

Scott Shellhamer is currently registered with EP Wealth Advisors. EP Wealth Advisors is an investment advisory firm headquartered in Torrance, CA. The firm manages over $22 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. EP Wealth Advisors provides a range of services, including financial planning, portfolio management, retirement plan advisory services, and tax preparation. The firm also participates in wrap fee programs.
EP Wealth Advisors

21535 HAWTHORNE BLVD

TORRANCE, CA 90503

$22.32B

Assets Under Management

Not reported

Total Clients

192

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan advisory services & tax preparation services

Retirement plan advisory services & tax preparation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Shellhamer’s Registration & Firm History

CA

07/05/2024 - Present

EP Wealth Advisors (TORRANCE CA)

PA

04/28/2008 - 03/19/2012

PERSHING LLC (KING OF PRUSSIA PA)

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Licenses & Designations

BOTH

Issued 06/24/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Shellhamer.
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