AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GS

Gary L. Steer

OXENFREE FINANCIAL
MELBOURNE, FL 32901-4725
Some features on this profile are disabled
CRD#: 2562255
GS

Professional summary

Gary Lee Steer, CFP® is a registered financial advisor currently at OXENFREE FINANCIAL located in Melbourne, Florida.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Gary has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

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.
INDEPENDENT INS AGENT, SELL FIXED INSURANCE PRODUCTS; WORLD RENEWAL INTERNATIONAL, PO BOX 399, GREENFIELD, IN, START 1/07, SECRETARY, NON-INVESTMENT RELATED, MISSION ORGANIZATION WITH MISSIONARIES IN MULTIPLE COUNTRIES, 1 HOUR MONTHLY, CONFERENCE CALLS WITH BOARD MEMBERS; STEER, MERCER & COMPANY dba OXENFREE ACCOUNTING & TAX SERVICE, MELBOURNE, FL, President EA, TAX & ACCOUNTING SERVICES, START 5/11, NON-INVESTMENT RELATED, NO TIME SPENT, PRIVATELY HELD CORPORATION. ROCK HARBOR COVENANT CHURCH, FINANCIAL SECRETARY, NON-INVESTMENT RELATED, CHURCH LEADERSHIP, START 01/2023, 5 HOURS MONTHLY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Lee Steer'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 22, 2024 - Present

OXENFREE FINANCIAL

Office #1: 1900 S. Harbor City Blvd. Ste. 111, Melbourne, FL 32901-4725
RIA
CRD#: 327105
MELBOURNE, FL
Past

November 7, 2008 - August 19, 2024

CADARET, GRANT & CO., INC.

RIA
CRD#: 10641
SATELLITE BEACH, FL
Past

November 5, 2008 - August 19, 2024

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SATELLITE BEACH, FL
Past

November 29, 2007 - November 17, 2008

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
SALEM, OH
Past

August 12, 2003 - November 17, 2008

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
SALEM, OH
Past

July 2, 2001 - June 5, 2003

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

December 9, 1994 - January 12, 1995

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
Past

December 9, 1994 - January 12, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

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".
OF
OXENFREE FINANCIAL
OXENFREE CAPITAL LLC | OXENFREE FINANCIAL

CRD#: 327105 / SEC#: 801-128275

RIA
Registered Investment Advisory firm - (7/6/2023 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Florida
(8/27/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 7/3/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/29/2001
General Securities Representative Examination

Current Firm

OF
OXENFREE FINANCIAL
OXENFREE CAPITAL LLC | OXENFREE FINANCIAL

CRD#: 327105 / SEC#: 801-128275

RIA
Registered Investment Advisory firm - (7/6/2023 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1900 S. Harbor City Blvd. Ste. 111, Melbourne, FL 32901-4725
Mailing Address
Phone number
(321) 722-7882
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OXENFREE FINANCIAL ADV BROCHURE (1/9/2025)

Regulatory assets under management

Total Number of Accounts1,513
AUM (Assets Under Management)$ 168,352,562

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.

Company Information

OXENFREE FINANCIAL

CRD#: 327105Melbourne, FL 32901-4725

TRUST BUT VERIFY

Monitor Gary Steer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jason Steven Valavanis
Jason ValavanisAdvisorCheck Check Mark
J.W. COLE FINANCIAL, INC.
RR
Melbourne, FL
John Edward Krehbiel
John KrehbielAdvisorCheck Check Mark
KREHBIEL FINANCIAL LLC
IAR
Satellite Beach, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics