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SHULMAN DEMEO ASSET MANAGEMENT, LLC

LAKE SUCCESS, NY · CRD 142897 · IAPD ↗ · shulmandemeo.com · 516.708.9955

$815.4MRegulatory AUM
2Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2024 — SHULMAN DEMEO ASSET MANAGEMENT, LLC notice-filed in NC, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.