Stephen Garry
Stephen Garry is a CFP, ChFC-designated registered investment advisor at Stephen J. Garry & Associates, LLC, based in Garden City, NY, with 35 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 267 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
990 Stewart Avenue, Suite 190, Garden City, NY, 11530
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Stephen owns Stephen J Garry & Associates, LLC, a registered investment advisory firm, dedicating full-time hours to investment advice and financial planning. He is also an insurance agent for PKS Financial, Fixed Insurance, and Main Street Planning Group, selling insurance and annuity products, dedicating a few hours per week to each.
Employment History
Current Registrations
Stephen J. Garry & Associates, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Securities America, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.