James Demeo, financial advisor Lake Sucess NY

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 Lake Sucess, NY and has over 38 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 16
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):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    679
    MILLIONS
  • 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

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

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