A complete list of active advisors currently associated with Shulman Demeo Asset Management, LLC

Warmer can help you find a great advisor at Shulman Demeo Asset Management, LLC or one who fits your needs even better.

Shulman DeMeo Asset Management provides investment advisory, portfolio monitoring, and standalone financial planning to individuals, business entities, trusts, estates and charitable organizations, typically working with households or entities that meet its stated account minimums (which it may reduce in certain circumstances). The firm offers both discretionary and non‑discretionary management and operates its own wrap fee program that bundles execution, custody, reporting and advisory services. The firm builds individualized asset allocation guidelines through client interviews and ongoing review, using a mix of index funds, ETFs, individual securities and, where appropriate, external managers and specialized vehicles such as REITs and MLPs. It monitors accounts regularly and, at a client’s request and within agreed risk parameters, can implement limited borrowing/margin and short‑sale strategies, while documenting the additional risks those techniques entail. Shulman DeMeo manages approximately $815 million of regulatory assets across three advisors, a level of assets per advisor that is materially higher than most team‑category peers, and it manages client accounts exclusively through its wrap program. The firm also includes professionals who are separately licensed insurance agents and may receive commissions for insurance sales, a relationship disclosed as a potential conflict of interest alongside its custodial arrangement with Schwab.

To learn more about the advisors currently working at Shulman Demeo Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.