Steven Story, financial advisor Plymouth MI

Steven Story

CRD Number: 4782102
Current Firm: Gem Asset Management, LLC

Steven Story (CRD# 4782102) is an Investment Advisor Representative working at Gem Asset Management, LLC in Plymouth, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Gem Asset Management, LLC Plymouth, MI Jul 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Steven T. Story
Phone Number: 734-737-9108
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    461
    MILLIONS
  • Total Number of Accounts
    1,212
    ACCOUNTS
  • Average Account Value
    $380,340
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, LA, MI, OH, TX

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