Gary J. Preisser

STONEBRIAR WEALTH

Lehi, UT 84043

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CRD#: 5750394

Professional summary

Gary Joseph Preisser JR, who also goes by Gary Joseph Preisser, is a registered financial advisor currently at STONEBRIAR WEALTH, LLC located in Lehi, Utah.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Gary has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Joseph Preisser

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.) GARY PREISSER, INC.; NOT INVESTMENT RELATED; 2795 DOS RIOS DR. SAN RAMON, CA 94583; BOOKKEEPING; PRINCIPAL; START DATE 01/2010; 10 HRS/MONTH; 10 HRS/MONTH DURING SECURITIES TRADING; MANAGE BOOKKEEPERS AND CLIENT RELATIONS. 2.) INSURANCE SALES; INVESTMENT-RELATED; FLORIDA; INSURANCE AGENT; 2020; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. 3.) RP2 INVESTMENTS, LLC; NOT INVESTMENT-RELATED; PANAMA CITY, FL; PRINCIPAL; 3/2020; APPROX 10 HRS/MO OUTSIDE TRADING HOURS; REAL ESTATE DEVELOPMENT COMPANY. 4.) Stonebriar Financial, Inc.; Investment-related; Financial Planning; Provo, UT; Partner; October 2021

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Joseph Preisser JR'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®

None

Experience

Current

February 20, 2024 - Present

STONEBRIAR WEALTH, LLC

Office #1: 2600 W. Executive Parkway Suite 360, Lehi, UT 84043

RIA

CRD#: 327618

Lehi, UT

Past

March 3, 2022 - February 5, 2024

KINETIC INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 283034

Provo, UT

Past

November 4, 2020 - February 28, 2022

POLLEY WEALTH MANAGEMENT LLC

RIA

CRD#: 305143

ORLANDO, FL

Past

July 6, 2018 - November 18, 2019

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

KISSIMMEE, FL

Past

June 29, 2017 - September 6, 2018

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 126052

San Ramon, CA

Past

January 12, 2017 - April 11, 2017

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

San Ramon, CA

Past

January 12, 2017 - April 11, 2017

USA FINANCIAL SECURITIES LLC

CRD#: 103857

San Ramon, CA

Past

January 6, 2012 - October 17, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

PLEASANTON, CA

Past

January 6, 2012 - October 17, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PLEASANTON, CA

Past

May 4, 2010 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA

CRD#: 139233

PLEASANTON, CA

Past

February 8, 2010 - January 6, 2012

WORLD GROUP SECURITIES, INC.

CRD#: 114473

PLEASANTON, CA

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".

STONEBRIAR WEALTH, LLC

STONEBRIAR WEALTH | STONEBRIAR WEALTH, LLC | STONEBRIAR WEALTH ADVISORS

CRD#: 327618 / SEC#: 801-133922

RIA

Registered Investment Advisory firm - (7/21/2025 Approved)

Utah

Registered Investment Advisory firm - (11/4/2025 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.

Highlighted states indicate IAR registrations

IAR

Utah
(2/20/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/1/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/11/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/4/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STONEBRIAR WEALTH, LLC

STONEBRIAR WEALTH | STONEBRIAR WEALTH, LLC | STONEBRIAR WEALTH ADVISORS

CRD#: 327618 / SEC#: 801-133922

RIA

Registered Investment Advisory firm - (7/21/2025 Approved)

Utah

Registered Investment Advisory firm - (11/4/2025 Terminated)

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Contact information

Main Address

2600 W. Executive Parkway Suite 360, Lehi, UT 84043

Mailing Address

Phone number

(385) 314-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STONEBRIAR WEALTH SEC BROCHURE (6/20/2025)

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 100,000,000

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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Advisor Monitoring

Firm Stability Insights

Gary J. Preisser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Joseph Preisser JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINETIC INVESTMENT MANAGEMENT, INC.

POLLEY WEALTH MANAGEMENT LLC

AE WEALTH MANAGEMENT, LLC

FREEDOM INVESTMENT MANAGEMENT, INC.

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

INVESTMENT ADVISORS INTERNATIONAL, INC.

WORLD GROUP SECURITIES, INC.

Primary Firm SEC Registration

STONEBRIAR WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2010

Series 63

Date: 4/1/2010

SIE

Date: 4/11/2017

Series 6

Date: 2/4/2010

Current Firm

STONEBRIAR WEALTH, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONEBRIAR WEALTH, LLC

TRUST BUT VERIFY

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