ChooseAFinancialAdvisor.com
Advisors / Louisiana / New Orleans
27yrs

Steven Adjmi

Financial advisor at GEM Street Capital Management

Based in New Orleans, Louisiana, Steven Adjmi is a fiduciary financial advisor with 27 years of industry experience. Steven has been with GEM Street Capital Management since 2024; before that, Steven spent two years at Union Capital Management and a year at Kahn Boyd Levychin. GEM Street Capital Management offers investment management and is paid through a percentage of assets.

One of 676 advisors with offices in New Orleans, and one of 608 fiduciaries.

New Orleans, LA 70124Top 21% by experience in LouisianaFiduciary advisor
Call the officeDirections

At a glance

Experience27 years (since 1999)
How that compares ?Top 21% by experience in Louisiana
Office7237 Gem Street, New Orleans, LA 70124
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.06 million
States licensed ?1 state

Services through GEM Street Capital Management

Investment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Oct 2024 – now
  2. Dec 2022 – Oct 2024
  3. Jun 2003 – Dec 2003
    Kahn Boyd Levychin, LLPPreviously

Questions to ask Steven

Tailored to Steven’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Steven

How do I contact Steven?

Call GEM Street Capital Management at (504) 452-9420 and ask for Steven Adjmi. Steven works from the New Orleans, LA office.

How long has Steven been a financial advisor?

Steven has been in the industry since 1999, about 27 years. Top 21% by experience in Louisiana.

What licenses does Steven hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Steven a fiduciary?

Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Steven paid?

GEM Street Capital Management reports being paid by a percentage of the assets they manage. Ask Steven for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Equitas Capital Advisors
46yrs
David Thomas
Financial advisor
365 Canal Street Suite 3050
New Orleans, LA 70130
Top advisor by experience in New Orleans
Fiduciary
Call Directions
Morgan Stanley
46yrs
Kevin Mackey
Financial advisor
1100 Poydras Street Suite 1900
New Orleans, LA 70163
Top 1% by experience in New Orleans
CFP®
Call Directions
Newedge Advisors
44yrs
Thomas Gunderson
Financial advisor
858 Camp Street
New Orleans, LA 70130
Top 1% by experience in New Orleans
CFP®
Call Directions
Ameriprise Financial Services
44yrs
Robert Incaprera
Financial advisor
1100 Poydras St Suite 1000
New Orleans, LA 70163
Top 1% by experience in New Orleans
CFP®
Call Directions
Merrill
44yrs
Edward Carney
Financial advisor
601 Poydras St
New Orleans, LA 70130
Top 1% by experience in New Orleans
Fiduciary
Call Directions

See all advisors near New Orleans