JD
James Demeo
from Shulman Demeo Asset Management, LLC
James Demeo is a financial advisor based in New York, Lake Success,
with 39 years of experience. James currently works for
Shulman Demeo Asset Management, LLC.
James maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Demeo works at Shulman Demeo Asset Management, LLC
Shulman Demeo Asset Management, LLC is a financial advisory firm based in Lake Success, New York. It currently has approximately $521,076,366 of assets under management and employs about 5 people. Shulman Demeo Asset Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and wrap fee.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and wrap fee
Office location
3000 Marcus Avenue, Suite 3w1, Lake Success, New York, 11042
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