Dawn Bodami
Investment adviser representative at Shulman Demeo Asset Management, LLC
19 yearsExperience
1 stateRegistered in
$815.4MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Shulman Demeo Asset Management, LLCAug 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Shulman Demeo Asset Management, LLC
$815.4MAssets managed
356Clients
4Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8169918
- Firm CRD
- 142897