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James Nicholas Demeo

SHULMAN DEMEO ASSET MANAGEMENT, LLC·LAKE SUCCESS, New York
Clean recordSHULMAN DEMEO ASSET MANAGEMENT, LLC
3000 MARCUS AVENUE, LAKE SUCCESS, NY 11042CRD# 1170034Firm CRD# 142897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Nicholas Demeo · LAKE SUCCESS, NY
Registration
CRD #1170034 · SHULMAN DEMEO ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Nicholas Demeo is a registered financial advisor based in LAKE SUCCESS, New York, affiliated with SHULMAN DEMEO ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SHULMAN DEMEO ASSET MANAGEMENT, LLC
SHULMAN DEMEO ASSET MANAGEMENT, LLC
AUM
$679M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SHULMAN DEMEO ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: WRAP FEE
Regulatory
SEC/IARD CRD# 1170034
Firm CRD# 142897
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Nicholas Demeo offer?
James Nicholas Demeo specializes in Financial Planning, Investment Management. Contact their office in LAKE SUCCESS, New York for a consultation.
What are James Nicholas Demeo's credentials?
James Nicholas Demeo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Nicholas Demeo located?
James Nicholas Demeo is based in LAKE SUCCESS, New York, working with SHULMAN DEMEO ASSET MANAGEMENT, LLC. Their office serves clients in the LAKE SUCCESS metropolitan area and surrounding communities.
How does James Nicholas Demeo charge for services?
James Nicholas Demeo's firm is compensated through percentage of aum, hourly charges, subscription fees, other: wrap fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHULMAN DEMEO ASSET MANAGEMENT, LLC?
SHULMAN DEMEO ASSET MANAGEMENT, LLC has approximately 5 employees and manages $679M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHULMAN DEMEO ASSET MANAGEMENT, LLC

Jason Harold Shulman
LAKE SUCCESS, NY

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