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Stephen Earl Garrett

STEVE GARRETT AND ASSOCIATES,INC.·MONROVIA, California
Clean recordSTEVE GARRETT AND ASSOCIATES,INC.
2003 S MYRTLE AVENUE, MONROVIA, CA 91016CRD# 218223Firm CRD# 126791

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Earl Garrett · MONROVIA, CA
Registration
CRD #218223 · STEVE GARRETT AND ASSOCIATES,INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Earl Garrett is a registered financial advisor based in MONROVIA, California, affiliated with STEVE GARRETT AND ASSOCIATES,INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

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Introduction

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03

Firm Overview

Firm
STEVE GARRETT AND ASSOCIATES,INC.
STEVE GARRETT AND ASSOCIATES,INC.
AUM
$25M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STEVE GARRETT AND ASSOCIATES,INC. →
Services
Market timing services
Other
04

Background

Compensation
Hourly charges
Regulatory
SEC/IARD CRD# 218223
Firm CRD# 126791
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Earl Garrett offer?
Stephen Earl Garrett is a registered financial advisor in MONROVIA, California. Contact their office for details on services offered.
What are Stephen Earl Garrett's credentials?
Stephen Earl Garrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Earl Garrett located?
Stephen Earl Garrett is based in MONROVIA, California, working with STEVE GARRETT AND ASSOCIATES,INC.. Their office serves clients in the MONROVIA metropolitan area and surrounding communities.
How does Stephen Earl Garrett charge for services?
Stephen Earl Garrett's firm is compensated through hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEVE GARRETT AND ASSOCIATES,INC.?
STEVE GARRETT AND ASSOCIATES,INC. has approximately 3 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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