James DemeoCRD Number: 1170034
Current Firm: Shulman Demeo Asset Management, LLC
James Demeo (CRD# 1170034) is an Investment Advisor Representative working at Shulman Demeo Asset Management, LLC in New Hyde Park, NY and has over 31 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Axa Advisors, LLC
|Shulman De Meo Asset Management||Lake Success, NY||Jun 2007 - Current||9|
|Purshe Kaplan Sterling Investments||Albany, NY||Jun 2007 - Mar 2009||1|
|The Equitable Life Assurance Society Of The United States||Melville, NY||Jul 1983 - Jun 2007||23|
|Eq Financial Consultants, Inc.||Melville, NY||Jul 1983 - Jun 2007||23|
|Axa Advisors||New York, NY||Jul 1983 - Jun 2007||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management355MILLIONS
Total Number of Accounts787ACCOUNTS
Average Account Value$450,687
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, LA, NJ, NY, TX
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