RIA Intel›Advisers›New York›STEPHEN J. GARRY & ASSOCIATES, LLC

STEPHEN J. GARRY & ASSOCIATES, LLC

Advisory

N·GARDEN CITY, NY

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$143M
1-Year AUM Growth
+17.5%
3-Year CAGR
+5.8%
Employees
3
Assets Under Management
Total AUM$143M
Discretionary AUM$143M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients267
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)+100.0%
Filing History
Total Filings on Record12
First FilingMay 24, 2018
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 12 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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