Gary Lee Steer
Investment adviser representative at Oxenfree Financial
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$249.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Oxenfree Tax LLCJan 2026 to now
- Oxenfree FinancialAug 2024 to now
- Cadaret, Grant & Co., Inc.Nov 2008 to Aug 2024
- Steer Financial AdvisorsNov 2008 to Aug 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
Oxenfree Financial
Legal name: Oxenfree Capital LLC
$249.8MAssets managed
950Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2562255
- Firm CRD
- 327105