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James Nicholas Demeo

Shulman Demeo Asset Management, LLC

Lake Success, NY

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Current Employers
Shulman Demeo Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-06
TX RA APPROVED_RES 2013-12-17
  • NY RA
    APPROVED
    Since 2021-10-06
  • TX RA
    APPROVED_RES
    Since 2013-12-17

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 De Meo Asset Management Lake Success NY 06/2007 Present
  • 06/2007 → Present
    Shulman De Meo Asset Management
    Lake Success, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-14
S63 Uniform Securities Agent State Law Examination 1985-11-01
  • S65 Uniform Investment Adviser Law Examination
    1999-08-14
  • S63 Uniform Securities Agent State Law Examination
    1985-11-01
Designations
Other Names
  • James Nicholas Demeo

View on SEC IAPD

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