Shulman Demeo Asset Management, LLC

Shulman Demeo Asset Management, LLC (CRD# 142897) is a financial advisory firm headquartered in Lake Sucess, NY. They manage $678,593,489 in 884 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
3000 Marcus Avenue, Suite 3w1, Lake Sucess, NY 11042
http://www.shulmandemeo.com
By the Numbers
  • Total Assets Under Management
    679
    MILLION
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $767,640
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, LA, NC, NJ, NY, PA, TX

Financial Advisors at Shulman Demeo Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Demeo, financial advisor Lake Sucess NY
James N. Demeo
CRD#: 1170034
3000 Marcus Avenue, Suite 3w1, Lake Sucess, NY 11042

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.

2
Jason Shulman, financial advisor Lake Sucess NY
Jason H. Shulman
CRD#: 1342056
3000 Marcus Avenue, Suite 3w1, Lake Sucess, NY 11042

Jason Shulman (CRD# 1342056) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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