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Financial ADVSR advisor directory · SEC adviser records

Shulman Demeo Asset Management, LLC financial advisors in Lake Success, NY

Every SEC-registered investment adviser representative at a Shulman Demeo Asset Management, LLC office in Lake Success, A to Z.

The short answer

4 registered advisors work at Shulman Demeo Asset Management, LLC in Lake Success, out of 4 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Shulman Demeo Asset Management, LLC advisors in Lake Success, A to Z

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Other firms in Lake Success

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Captrust 11

Questions

How many financial advisors does Shulman Demeo Asset Management, LLC have in Lake Success?

4 investment adviser representatives are registered at Shulman Demeo Asset Management, LLC offices in Lake Success, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Shulman Demeo Asset Management, LLC one of the largest advisor employers in Lake Success?

Shulman Demeo Asset Management, LLC ranks number 2 in Lake Success by registered advisors; Captrust has the most, with 11.

How do I check a Shulman Demeo Asset Management, LLC advisor in Lake Success?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Shulman Demeo Asset Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.