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STEPHEN J. GARRY & ASSOCIATES, LLC
CRD 295068 · SEC 801-113487
990 STEWART AVENUE, SUITE 190, GARDEN CITY, NY, 11530, United States
Phone
516-280-5588
Fax
(516) 280-5586
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.6M
Discretionary AUM
$142.6M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 230 | $51.7M |
| High net worth individuals | 70 | $90.8M |
States served
NJ, NY, PA, FL
All web addresses on file
Official SEC filing: View on IAPD