Eric Scott Shulenberger
Investment adviser representative at Concentric
21 yearsExperience
2 statesRegistered in
$13.9BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- ConcentricJun 2025 to now
- PathstoneSep 2023 to now
- Veritable, LPMay 2005 to Sep 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, PA).
Concentric
Legal name: Advisor Partners Ii, LLC
$13.9BAssets managed
5,371Clients
11Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4817831
- Firm CRD
- 321633