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Dawn Bodami

Shulman Demeo Asset Management, LLC

Lake Success, NY

CRD 8169918

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Employer firm

Shulman Demeo Asset Management, LLC CRD 142897

$815M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ONGOING PORTFOLIO PLANNING AND CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Shulman Demeo Asset Management, Llc

3000 Marcus Avenue Suite 3W1, Lake Success, NY 11042 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-12-17
  • NY RA
    APPROVED
    Since 2025-12-17

Branch Locations

3000 Marcus Avenue Suite 3W1, Lake Success, NY 11042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shulman Demeo Asset Management, Llc Lake Success NY 08/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15
Other Names
  • Dawn M Buck

View on SEC IAPD

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