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Steven Timothy Story

GEM ASSET MANAGEMENT, LLC·PLYMOUTH, Michigan
Series 65Clean record8 years registeredGEM ASSET MANAGEMENT, LLC
261 S. MAIN STREET, PLYMOUTH, MI 48170CRD# 4782102Firm CRD# 124332

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Timothy Story · PLYMOUTH, MI
Registration
CRD #4782102 · GEM ASSET MANAGEMENT, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

GEM ASSET MANAGEMENT, LLC
Jan 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 5, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GEM ASSET MANAGEMENT, LLC
CRD 124332 · SEC 801-67414
AUM
$461M
Regulatory assets under management
Employees
5
1,212 client accounts
Services offered by GEM ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GEM ASSET MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Steven Timothy Story offer?
Steven Timothy Story specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Michigan for a consultation.
What are Steven Timothy Story's credentials?
Steven Timothy Story is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Timothy Story located?
Steven Timothy Story is based in PLYMOUTH, Michigan, working with GEM ASSET MANAGEMENT, LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.
How does Steven Timothy Story charge for services?
Steven Timothy Story's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GEM ASSET MANAGEMENT, LLC?
GEM ASSET MANAGEMENT, LLC has approximately 5 employees and manages $461M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Steve Edward Alexandrowski
PLYMOUTH, MI

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