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Eric Scott Shulenberger

CRD 4817831  ·  Concentric  ·  Newtown Square, PA

IA Registered

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Not registered in this capacity
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm
Concentric
Firm CRD
321633
SEC number
801-125744
Assets under management
$13.9B as of Mar 31, 2026
Website
concentricinnovation.com ↗
Phone
888-265-2257
Firm location
Walnut Creek, CA, 94596

Employment history (2)

From the source registration record · current first

  • PathstoneCurrent
    Newtown Square, PA · IA capacity
    start not retrieved → present
  • ConcentricCurrent
    Newtown Square, PA · IA capacity
    start not retrieved → present

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.