Eric
Shulenberger
Veritable Lp
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About this Advisor
Eric Shulenberger is a financial advisor based in Newtown Square, Pennsylvania with a total of 8 years of relevant experience. Shulenberger is an advisor for Veritable Lp. They have spent all of their employment at Veritable Lp. Shulenberger has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Pennsylvania. Veritable Lp is a registered investment business operating out of Newtown Square, PA. It administers $17 billion in total assets between its 3,674 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 65 charitable organizations. Of its 3,674 accounts, 63% are associated with high-net-worth clients who have more than $1 million in assets. Veritable Lp provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually vary depending on the financial services provided. Fee types charged by Veritable Lp most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Veritable Lp Brokerage Details
$16,533,192,757
88
3,674
$4,500,052
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Eric Shulenberger Work History
Eric has been registered as a financial advisor for 8 years.*
Veritable, Lp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Shulenberger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Veritable Lp
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
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