Garry Andrew Egre

Employer firm

The Bendix Financial Group, Inc. CRD 118999

$197M regulatory AUM 211 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1996 → Present
  Martin R Egre Cpa & Assoc Llp
  Garden City, NY
• 03/2010 → Present
  Royal Alliance Associates
  Garden City, NY

Previous Registrations

• 2006-10-11 → 2010-03-29
  Gunnallen Financial, Inc
  Bellmore, NY
  Tampa, FL
  Garden City, NY
  Tampa, FL
  Carle Place, NY

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-12-23

Designations

• Certified Financial Planner