Eric Scott Shulenberger
Investment Adviser Representative at Concentric
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Eric Scott Shulenberger is an investment adviser representative in Newtown Square, PA, currently registered with Pathstone and Concentric. They have worked in the securities industry since 2015 and were previously registered with Veritable LP. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 3 (commodity futures). They are registered to provide investment advice in California and Pennsylvania.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Veritable, LPMay 2005 – Sep 2023Newtown Square, PA
- PathstoneSep 2023 – no end date reportedNewtown Square, PA
- ConcentricJun 2025 – no end date reportedNewtown Sqaure, PA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Concentric
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $250,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Customized portfolio management including index and active equity strategies, quantitative research, tax-loss harvesting, and daily rebalancing, precision-optimized across investment types, compositions, and timespans.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Walnut Creek, CA
- Founded:
- 2001
- SEC file number:
- 801-125744
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Concentric
11 other advisors in the directory
Similar advisors in Newtown Square, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Scott Shulenberger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched