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RIA / WealthAdvisor16 years in industry

SCOTT SHELLHAMER

Advisor at EP WEALTH ADVISORS

TORRANCE, CA | Exton, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3db5639e-5f5d-4af5-ab45-31beac3842bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Jun 25, 2010 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Scott Shellhamer

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EP WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 24, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 4
Exams: S66
First exam: Jun 24, 2010
First registration: Jun 25, 2010
Dual registered: no
IAPD individual key: 5492892

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EP WEALTH ADVISORS	Independent wealth	Aug 8, 2023	n/a	yes	Exton, PA\|TORRANCE, CA	Current employment
WARREN FINANCIAL SERVICE	Former SEC adviser	Mar 26, 2012	Dec 22, 2022	no	EXTON, PA	Previous registration
BNY MELLON ADVISORS, INC.	Bank affiliated wealth	Jun 25, 2010	Mar 19, 2012	no	MALVERN, PA\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WARREN FINANCIAL SERVICE	EP WEALTH ADVISORS	Dec 22, 2022	Aug 8, 2023	229	Firm change	RIA to RIA
BNY MELLON ADVISORS, INC.	WARREN FINANCIAL SERVICE	Mar 19, 2012	Mar 26, 2012	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
119066:111147:PA:2022-12-22	Dec 22, 2022	Aug 8, 2023	EXTON, PA	Firm change

Relationships

Registered with (3)

→ EP WEALTH ADVISORSRegistered adviserregistration: current employment
Aug 8, 2023 to presentfactForm ADV
→ WARREN FINANCIAL SERVICERegistered adviserregistration: previous registration
Mar 26, 2012 to Dec 22, 2022factForm ADV
→ BNY MELLON ADVISORS, INC.Registered adviserregistration: previous registration
Jun 25, 2010 to Mar 19, 2012factForm ADV

Dated events

Occurred
Dec 22, 2022
Advisor changed firm
Scott Shellhamer left Warren Financial Service for Ep Wealth Advisors (registered 2023-08-08)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3db5639e-5f5d-4af5-ab45-31beac3842bd
First observed: Jun 25, 2010
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SCOTT SHELLHAMER

Advisor at EP WEALTH ADVISORS

TORRANCE, CA | Exton, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3db5639e-5f5d-4af5-ab45-31beac3842bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

EP WEALTH ADVISORS

Independent wealth

Aug 8, 2023

n/a

yes

Exton, PA|TORRANCE, CA

Current employment

WARREN FINANCIAL SERVICE

Former SEC adviser

Mar 26, 2012

Dec 22, 2022

EXTON, PA

Previous registration

BNY MELLON ADVISORS, INC.

Bank affiliated wealth

Jun 25, 2010

Mar 19, 2012

MALVERN, PA|NEW YORK, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WARREN FINANCIAL SERVICE

EP WEALTH ADVISORS

Dec 22, 2022

Aug 8, 2023

229

Firm change

RIA to RIA

BNY MELLON ADVISORS, INC.

WARREN FINANCIAL SERVICE

Mar 19, 2012

Mar 26, 2012

Firm change

Other

Team

Left

Joined

From

Kind

119066:111147:PA:2022-12-22

Dec 22, 2022

Aug 8, 2023

EXTON, PA

Firm change