Steven Medo has been an investment adviser representative at KG Capital Management since July 2018, and is not listed among the firm’s executive officers or direct owners.
KG Capital Management, LLC is a Saint Francisville, LA firm with $200M under management, 438 clients and 3 advisers across 2 offices, as of its June 2026 filing.
Steven Medo’s longest registration was 12 years at Stifel, Nicolaus & Company, Incorporated (2002–2015). Before joining KG Capital Management in 2018, Steven Medo was registered through Stifel, Nicolaus & Company, Incorporated.
- KG Capital Management, LLCCurrent– present · 8 yearsKenner, LA · Adviser representative · Firm CRD 164500
- – · under a yearNew Orleans, LA · Adviser representative · Firm CRD 164500
- Stifel, Nicolaus & Company, Incorporated– · 12 yearsNew Orleans, LA · Adviser representative · Firm CRD 793
Investment adviser representative registrations
Steven Medo is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2018; the most recent is Texas, in December 2024.
- LouisianaSince 23 July 2018
- TexasResidentSince 12 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 22 January 2002 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 24 October 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 April 1996 |
| Series 7 | General Securities Representative Examination | 9 April 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Otto Medo
- CRD
- 2719618
- Firm
- KG Capital Management · CRD 164500
- Office
- 2400 VETERANS MEMORIAL BLVD., STE 235, Kenner, LA 70062
- Registration
- Investment adviser registration
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Medo work?
Steven Medo is an investment adviser representative registered through KG Capital Management, LLC since July 2018, and is not listed among the firm’s executive officers or direct owners.
Is Steven Medo a financial advisor?
Yes. Steven Medo has a current investment-adviser registration in Louisiana and Texas, through KG Capital Management since July 2018.
How many years of experience does Steven Medo have?
Steven Medo has 21 years in the financial industry, since February 2005, across 2 adviser firms.
What exams has Steven Medo passed?
Steven Medo has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 9 and Series 10. The earliest, the Series 7, was passed in April 1996. FINRA credited Steven Medo with the SIE, which began in October 2018.
Where did Steven Medo work before KG Capital Management?
Before KG Capital Management, Steven Medo was registered through KG&L Capital Management, LLC, May 2017 to October 2017; Stifel, Nicolaus & Company, Incorporated, July 2002 to July 2015.
Where is Steven Medo based?
Steven Medo’s registered office is in Kenner, LA.
Is Steven Medo registered with FINRA?
No. Steven Medo has no current broker registration.
How can I verify Steven Medo’s record?
Search CRD 2719618 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Medo’s full registration record.
- Jade FrankeChief Compliance Officer
- Andrew GrezaffiManaging Member
- Gabriel KoraManaging Member