A complete list of active advisors currently associated with Stephen J. Garry & Associates, LLC

Warmer can help you find a great advisor at Stephen J. Garry & Associates, LLC or one who fits your needs even better.

Stephen J. Garry & Associates provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, and charitable organizations. The firm reports roughly $142.6 million in assets under management across about 300 client relationships and operates with a three‑advisor team that typically constructs portfolios using low‑cost mutual funds and ETFs, while also employing individual stocks, bonds and options as needed. The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, with technical or cyclical methods used selectively and ongoing portfolio monitoring and rebalancing. Financial planning is integrated into the advisory relationship, and the firm may recommend strategies such as a Schwab Bank Pledged Asset Line for clients when appropriate, a recommendation the brochure notes carries specific risks and conflicts. Distinctive for its peer group, the firm sponsors a wrap fee program that bundles covered costs—transaction, custodial, ACAT and administrative fees—into its asset‑based advisory fee, which can affect total program costs and trading incentives compared with pay‑per‑trade arrangements. The brochure also discloses that certain advisory personnel are registered representatives of a broker‑dealer and licensed insurance professionals, arrangements that generate separate commission compensation and are identified as potential conflicts of interest.

To learn more about the advisors currently working at Stephen J. Garry & Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.