Gary Preisser has been Owner and Chief Compliance Officer of Stonebriar Wealth since September 2021, is a control person of the firm and directly owns 75% or more of it.
Stonebriar Wealth, LLC is a Lehi, UT firm with $139M under management, 505 clients and 3 advisers across 2 offices, as of its April 2026 filing.
Gary J. Preisser is Managing Partner of Stonebriar, based in Lehi, Utah. He has over 23 years of experience in personal and business financial planning and specializes in helping clients preserve and grow their wealth.
Gary Preisser’s longest registration was 4 years at Transamerica Financial Advisors, Inc. (2012–2016). Before joining Stonebriar Wealth in 2024, Gary Preisser was registered through Kinetic Investment Management, Inc. and Polley Wealth Management LLC.
- Stonebriar Wealth, LLCCurrent– present · 2 yearsLehi, UT · Adviser representative · Firm CRD 327618
- Kinetic Investment Management, Inc.– · 1 yearProvo, UT · Adviser representative · Firm CRD 283034
- Polley Wealth Management LLC– · 1 yearOrlando, FL · Adviser representative · Firm CRD 305143
- Ae Wealth Management, LLC– · 1 yearKissimmee, FL · Adviser representative · Firm CRD 282580
- Eqis Capital Management– · 1 yearSan Ramon, CA · Adviser representative · Firm CRD 126052
- USA Financial Securities Corporation– · under a yearSan Ramon, CA · Adviser representative · Firm CRD 103857
- Transamerica Financial Advisors, Inc.– · 4 yearsPleasanton, CA · Adviser representative · Firm CRD 16164
- Investment Advisors International, Inc.– · 1 yearPleasanton, CA · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Gary Preisser is registered as an investment adviser representative in Utah, since February 2024.
- UtahSince 20 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 1 April 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 April 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 February 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gary Joseph Preisser
- CRD
- 5750394
- Firm
- Stonebriar Wealth · CRD 327618
- Role
- Owner and Chief Compliance Officer
- Office
- 2600 W. EXECUTIVE PARKWAY, SUITE 360, Lehi, UT 84043
- Registration
- Investment adviser registration
- In the industry since
- July 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonebriarwealthadvisors.com
Where does Gary Preisser work?
Gary Preisser has been Owner and Chief Compliance Officer of Stonebriar Wealth, LLC since September 2021, and is a control person of the firm.
Is Gary Preisser a financial advisor?
Yes. Gary Preisser has a current investment-adviser registration in Utah, through Stonebriar Wealth since February 2024.
How many years of experience does Gary Preisser have?
Gary Preisser has 15 years in the financial industry, since July 2011, across 8 adviser firms.
What exams has Gary Preisser passed?
Gary Preisser has passed 3 licensing exams: the Series 6, Series 65 and Series 63. The earliest, the Series 6, was passed in February 2010. FINRA credited Gary Preisser with the SIE, which began in October 2018.
Where did Gary Preisser work before Stonebriar Wealth?
Before Stonebriar Wealth, Gary Preisser was registered through Kinetic Investment Management, Inc., March 2022 to February 2024; Polley Wealth Management LLC, November 2020 to February 2022; Ae Wealth Management, LLC, July 2018 to November 2019; Eqis Capital Management, June 2017 to September 2018; USA Financial Securities Corporation, January 2017 to April 2017; Transamerica Financial Advisors, Inc., January 2012 to October 2016; Investment Advisors International, Inc., May 2010 to January 2012.
Where is Gary Preisser based?
Gary Preisser’s registered office is in Lehi, UT.
Is Gary Preisser registered with FINRA?
No. Gary Preisser has no current broker registration.
How can I verify Gary Preisser’s record?
Search CRD 5750394 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Preisser’s full registration record.
