Scott Shellhamer

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 11/2022
  Warren Financial Service
  Exton, PA
• 11/2022 → Present
  Ep Wealth Advisors, Llc.
  Torrance, CA

Previous Registrations

• 2012-03-26 → 2022-12-22
  Warren Financial Service
  Exton, PA
• 2010-06-25 → 2012-03-19
  Bny Mellon Advisors, Inc.
  Malvern, PA
  New York, NY

Other Businesses

Good Works, Inc.; Not investment-related; Address: 544 E. Lincoln Hwy. Coatesville, PA 19320; Nature of Business: Non-profit home repair and reach out; Position:Member of the board of Directors & member of the fundraising committee; Start Date: 06/01/2022; Approx # of hours/month devoted to business: Approx. 10 hours permonth; Approx. # of hours devoted to business during trading hours: On occasion will participate in board meeting during firm business hours; Duties relating to otherbusiness: Actively participate in workdays and serve as a member of the board of directors and member of the fundraising committee

Exams

• S66 Uniform Combined State Law Examination
  2010-06-24