linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gary Lee Steer

Oxenfree Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gary? Claim Your Profile

About Gary Lee Steer

Gary Lee Steer is a financial advisor with over 20 years of experience in the industry. Gary is currently registered with Oxenfree Financial in Melbourne, FL and holds Series 63, SIE, and Series 7 licenses. Gary is also a Certified Financial Planner. In addition to his work with Oxenfree Financial, Gary also serves as the President of Steer, Mercer & Company dba Oxenfree Accounting & Tax Service, a privately held corporation. Gary has worked with a variety of clients including high net worth individuals, corporations, and charitable organizations. Gary's experience and expertise in financial planning and wealth management make him a valuable resource for individuals and families seeking financial guidance.

Firm Information

Gary Steer is currently registered with Oxenfree Financial. OxenFree Financial is a registered investment advisor based in Satellite Beach, Florida. The firm manages approximately $168 million in assets for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services, and specialize in asset allocation and advisory consulting.
Oxenfree Financial

1360 S PATRICK DRIVE

SATELLITE BEACH, FL 32937

$168.35M

Assets Under Management

1

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

asset allocation and advisory consulting

Asset allocation and advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gary Steer’s Registration & Firm History

FL

08/27/2024 - Present

Oxenfree Financial (MELBOURNE FL)

FL

11/05/2008 - 08/19/2024

CADARET, GRANT & CO., INC. (SATELLITE BEACH FL)

OH

08/12/2003 - 11/17/2008

AMERITAS INVESTMENT CORP. (SALEM OH)

MO

07/02/2001 - 06/05/2003

EDWARD JONES (ST. LOUIS MO)

NA

12/09/1994 - 01/12/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

NA

12/09/1994 - 01/12/1995

IDS LIFE INSURANCE COMPANY

Not sure if Gary Lee Steer is right for you?

Licenses & Designations

BC

Issued 07/03/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Lee Steer.
Not sure if Gary Lee Steer is right for you?