Garry A. Egre

THE BENDIX FINANCIAL GROUP

Garden City, NY 11530

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CRD#: 4739018

Professional summary

Garry Andrew Egre, CFP® is a registered financial advisor currently at THE BENDIX FINANCIAL GROUP, INC. located in Garden City, New York and OSAIC WEALTH, INC. located in Garden City, New York.

Garry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Garry has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) GARRY EGRE; INVESTMENT RELATED; 585 STEWART AVE SUITE 326 GARDEN CITY NY 11530; STATUTORY AGENT; STARTED 01/01/1989; 5 HRS/MTH; 0-1 HRS/MTH DURING ST HOURS; LIFE, HEALTH, LONG TERM CARE INSURANCE SALES. 2) MARTIN R EGRE CPA & ASSOCIATES LLP; NON-INVESTMENT RELATED; 585 STEWART AVE SUITE 326 GARDEN CITY NY 11530; PARTNER; STARTED 01/01/1989; 140 HRS/MTH; 35 HRS/MTH DURING ST HOURS; TAX PREPARATION, PAYROLL AND SALES TAX. 2) THE BENDIX FINANCIAL GROUP, INC. POSITION: Investment Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/01/2010 ADDRESS: 585 Stewart Ave., Suite 314, Garden City NY 11530, United States; DESCRIPTION: Manage client assets on a fee basis under the RIA The Bendix Financial Group, Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garry Andrew Egre's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

August 12, 2021 - Present

THE BENDIX FINANCIAL GROUP, INC.

Office #1: 585 Stewart Ave., Suite 314, Garden City, NY 11530

RIA

CRD#: 118999

Garden City, NY

Current

March 29, 2010 - Present

OSAIC WEALTH, INC.

Office #1: 585 Stewart Ave Suite 314, Garden City, NY 11530

RIA

CRD#: 23131

Garden City, NY

Past

October 11, 2006 - March 29, 2010

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

BELLMORE, NY

Past

October 11, 2006 - March 29, 2010

GUNNALLEN FINANCIAL, INC

CRD#: 17609

BELLMORE, NY

Past

March 15, 2005 - October 9, 2006

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

February 15, 2005 - March 18, 2005

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

CINCINNATI, OH

Past

January 1, 2004 - February 15, 2005

PMG SECURITIES CORPORATION

CRD#: 27107

ELGIN, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE BENDIX FINANCIAL GROUP, INC.

CRD#: 118999 / SEC#: 801-80004

RIA

Registered Investment Advisory firm - (7/2/2014 Approved)

New York

Registered Investment Advisory firm - (3/11/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(8/12/2021)

California
(9/13/2023)

Connecticut
(3/29/2010)

District of Columbia
(9/2/2020)

Florida
(2/19/2015)

IAR

Florida
(8/26/2021)

New Jersey
(3/29/2010)

New York
(3/29/2010)

IAR

New York
(8/12/2021)

Pennsylvania
(7/30/2020)

South Carolina
(11/4/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/23/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/20/2003

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

THE BENDIX FINANCIAL GROUP, INC.

CRD#: 118999 / SEC#: 801-80004

RIA

Registered Investment Advisory firm - (7/2/2014 Approved)

New York

Registered Investment Advisory firm - (3/11/2015 Terminated)

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Contact information

Main Address

585 Stewart Ave., Suite 314, Garden City, NY 11530

Mailing Address

Phone number

(516) 228-8300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/28/2025)

ADV PART 2B - GARY EGRE (3/28/2025)

ADV PART 2B - DANIEL ECCLESTON (3/28/2025)

ADV PART 2B - DAVID BENDIX (3/28/2025)

Regulatory assets under management

Total Number of Accounts	212
AUM (Assets Under Management)	$ 167,200,453

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Garry A. Egre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garry Andrew Egre's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

CADARET, GRANT & CO., INC.

MM ASCEND LIFE INVESTOR SERVICES, LLC

PMG SECURITIES CORPORATION

Primary Firm SEC Registration

THE BENDIX FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/23/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/9/2008

Series 6

Date: 12/20/2003

FINRA

Current Firm

THE BENDIX FINANCIAL GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BENDIX FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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