Gary Joseph Preisser
Investment adviser representative at Stonebriar Wealth, LLC
16 yearsExperience
1 stateRegistered in
$139MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Stonebriar Wealth, LLCFeb 2024 to now
- Kinetic Investment Management, Inc.Mar 2022 to now
- Borgstrom Accountancy CorpNov 2021 to now
- Stonebriar FinancialOct 2021 to now
- Gary Preisser, Inc.Jul 2010 to now
- Polley Wealth Management LLCOct 2020 to Feb 2022
- Ae Wealth Management, LLCJul 2018 to Nov 2019
- Oxford AdvisoryMay 2018 to Jul 2020
- Eqis Capital Management, Inc.Jun 2017 to Jul 2018
- USA Financial SecuritiesJan 2017 to Apr 2017
- Oxford Advisory Group, LLCJul 2016 to Aug 2020
- Transamerica Financial Advisors, IncJan 2012 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (UT).
Stonebriar Wealth, LLC
$139MAssets managed
505Clients
4Advisers
1 yearIn 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
- 5750394
- Firm CRD
- 327618