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STEPHEN J. GARRY & ASSOCIATES, LLC

GARDEN CITY, NY · CRD 295068 · IAPD ↗ · stephengarrywealthmgmt.com · 516-280-5588

$142.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — STEPHEN J. GARRY & ASSOCIATES, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.