STEPHEN J. GARRY & ASSOCIATES, LLC

990 Stewart Avenue
Suite 190
Garden City, New York 11530
Tel: 516-280-5588

About STEPHEN J. GARRY & ASSOCIATES, LLC

STEPHEN J GARRY & ASSOCIATES, LLC, formally registered with the SEC as STEPHEN J GARRY & ASSOCIATES, LLC. The firm was established in 06/22/2018. They have over 1 offices throughout the country.

STEPHEN J. GARRY & ASSOCIATES, LLC is a Garden City, New York based Financial Planning firm with nearly $110,207,796 assets under management, offering retirement planning & investment advisory services to 426 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	295068
SEC#	801-113487
Assets Managed by Firm	$110,207,796
No. of Clients	426
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	426	$110,207,796
Individuals (other than high net worth individuals)	241	$50,257,080
High net worth individuals	45	$59,082,654
Pension and profit sharing plans	Fewer than 5 clients	$787,712
Corporations or other businesses	Fewer than 5 clients	$80,350

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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