STEPHEN J. GARRY & ASSOCIATES, LLC

Overview

Stephen J. Garry & Associates, LLC is an independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm runs a fee-for-assets model and favors equity-oriented portfolios, implementing client strategies primarily through separately managed account (SMA) structures and exchange-traded vehicles. The adviser is not positioned as a capital allocator or pension consultant and does not advertise active ESG integration. Service emphasis is on individualized planning and discretionary portfolio management rather than multi-state institutional mandates. Stephen J. Garry is listed as the owner and the firm operates as a limited liability company. Registered with the SEC since 2018, the business concentrates on serving individual and family clients and keeps a relatively compact client base, enabling portfolio customization at the account level.

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