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Jason Harold Shulman

SHULMAN DEMEO ASSET MANAGEMENT, LLC·LAKE SUCCESS, New York
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3000 MARCUS AVENUE, LAKE SUCCESS, NY 11042CRD# 1342056Firm CRD# 142897
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About

Jason Harold Shulman 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
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# 1342056
Firm CRD# 142897
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Harold Shulman offer?
Jason Harold Shulman specializes in Financial Planning, Investment Management. Contact their office in LAKE SUCCESS, New York for a consultation.
What are Jason Harold Shulman's credentials?
Jason Harold Shulman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Harold Shulman located?
Jason Harold Shulman 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 Jason Harold Shulman charge for services?
Jason Harold Shulman'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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Ken Weber — WEBER ASSET MANAGEMENT, INC.Stuart E Markowitz — WEBER ASSET MANAGEMENT, INC.Kathleen M Daly — WEBER ASSET MANAGEMENT, INC.David Howard Schwartz — EXCELSIOR OPPORTUNITY ADVISORS LLCFred P. Sloan — EXCELSIOR OPPORTUNITY ADVISORS LLC
Nearby cities in New York
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