James Demeo (CRD# 1170034) is an Investment Advisor Representative working at Shulman Demeo Asset Management, LLC in Lake Sucess, NY and has over 38 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Shulman De Meo Asset Management | Lake Success, NY | Jun 2007 - Current | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1985 |
S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- NY
- TX
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Total Assets Under Management679MILLIONS
-
Total Number of Accounts884ACCOUNTS
-
Average Account Value$767,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CT, FL, LA, NC, NJ, NY, PA, TX
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