Overview
Assets Under Management: $143 million
Headquarters: GARDEN CITY, NY
High-Net-Worth Clients: 70
Average Client Assets: $1.3 million
Frequently Asked Questions
STEPHEN J. GARRY & ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #295068), STEPHEN J. GARRY & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
STEPHEN J. GARRY & ASSOCIATES, LLC is headquartered in GARDEN CITY, NY.
STEPHEN J. GARRY & ASSOCIATES, LLC serves 70 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, STEPHEN J. GARRY & ASSOCIATES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
STEPHEN J. GARRY & ASSOCIATES, LLC manages $143 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, STEPHEN J. GARRY & ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.70%
Average Client Assets: $1.3 million
Total Client Accounts: 441
Discretionary Accounts: 441
Regulatory Filings
CRD Number: 295068
Filing ID: 2079444
Last Filing Date: 2026-03-24 15:04:25