The beginning of Steve Garrett and Associates can be trace to when I joined Merrill Lynch in December of 1972 and was a financial consultant in the Pasadena, California office. After serving as the Resident Manager in the San Marino, California office from 1983 to 1987 I left Merrill Lynch to start Steve Garrett and Associates, a Registered Investment Advisor and investment brokerage firm in 1990. On January 1, 2003, I changed my status to that of a Corporate Registered Investment Advisor. Steve Garrett and Associates, Inc. invests and manages money for individuals and small corporate retirement plans. Steve Garrett and Associates, a Registered Investment Advisor and investment brokerage firm in 1990. On January 1, 2003, I changed my status to that of a Corporate Registered Investment Advisor. Steve Garrett and Associates, Inc. invests and manages money for individuals and small corporate retirement plans.

Steve Garrett and Associates affiliated with LPL Financial Services in 1993. LPL is America’s independent brokerage firm with over 22,000 financial advisors and branch offices nationwide. That affiliation changed to Independent Investment Advisor on October 10, 2023. LPL Financial continues to be the custodian for all of our client’s assets and provides the services as our broker dealer.