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.
|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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