James Demeo, financial advisor New Hyde Park NY
96 score

James Demeo

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for James N. Demeo
Phone Number: 516.708.9955
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    355
    MILLIONS
  • Total Number of Accounts
    787
    ACCOUNTS
  • Average Account Value
    $450,687
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, LA, NJ, NY, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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