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Steven A
Series 63, Series 65
New Orleans, LA
GEM Street Capital Management
Steven Adjmi is a financial advisor at GEM Street Capital Management with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Union Capital Management Corp and Primary Residential Mortgage. Adjmi is also a licensed CPA and operates an accounting practice as a sole proprietor. GEM Street Capital Management provides discretionary portfolio management to individual and high-net-worth clients, using multiple analysis methods and a range of investment strategies. The firm emphasizes documented client goals, tax considerations, and risk tolerance, with accounts custodied through Schwab Institutional and monitored regularly.
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