Stephen J. Garry & Associates

Stephen J. Garry & Associates

Stephen J. Garry & Associates, LLC was established in 2018 by Stephen J. Garry as an independent, fee-based Registered Investment Advisor in Garden City, New York. The firm organizes its advisory work around a planning-first model that it describes as beginning with a client's financial health, concerns, and goals before any portfolio construction takes place. It advises individuals, high-net-worth individuals, corporations, and business entities, positioning itself explicitly as a fiduciary — a structure it contrasts with what it calls an industry built to maximize its own profits. The firm's strategy centers on wealth management and investment advisory services delivered through a planning lens. It states that it uses risk-versus-reward analytics and a proactive approach to navigate uncertain markets, though it has not publicly disclosed a specific asset-class allocation model, investment vehicles, or named portfolio positions. The firm offers a complimentary introductory meeting to prospective clients, suggesting a high-touch, relationship-driven client-acquisition model rather than institutional-scale marketing. Geographic focus, based on its single office location, is the New York City metropolitan area. Stephen J. Garry & Associates operates from a single office in Garden City, NY. The firm has not publicly disclosed its total assets under advisement, number of clients, or team headcount. No adjacent vehicles — such as philanthropic foundations, real-asset arms, or operating businesses — have been identified in its public disclosures, nor has the firm announced any recent operational events, fund closes, or leadership changes in the last 24 months. Structurally, the firm's differentiator is its explicit positioning as an independent fiduciary RIA in a market dense with broker-dealers and bank-owned wealth managers. By operating on a fee-based model and declining to sell proprietary products, it aligns its revenue with advisory outcomes rather than transaction volume — a governance structure that, at its scale, makes the principal's personal judgment and client-relationship continuity the central risk-management and succession consideration.