Gary Steer has been an investment adviser representative at OxenFree Capital since August 2024, and is not listed among the firm’s executive officers or direct owners.
Oxenfree Capital LLC is a Melbourne, FL firm with $250M under management, 950 clients and 8 advisers across 2 offices, as of its June 2026 filing.
Gary Steer is an advisor at OxenFree Financial. He has over 20 years of experience helping clients meet their financial goals, and he moved to the Space Coast in 2011.
Gary Steer’s longest registration was 15 years at Cadaret Grant & Co Inc (2008–2024). Before joining OxenFree Capital in 2024, Gary Steer was registered through Cadaret Grant & Co Inc and Ameritas Investment Corp.
- Oxenfree FinancialCurrent– present · 2 yearsMelbourne, FL · Adviser representative · Firm CRD 327105
- Cadaret Grant & Co Inc– · 15 yearsSatellite Beach, FL · Adviser representative · Firm CRD 10641
- Ameritas Investment Corp– · under a yearSalem, OH · Adviser representative · Firm CRD 14869
Professional designations
Listed by OxenFree Capital
- Certified Financial Planner
- Enrolled agent with the IRS
Investment adviser representative registrations
Gary Steer is registered as an investment adviser representative in Florida, since August 2024.
- FloridaSince 27 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 July 2001 |
| Series 7 | General Securities Representative Examination | 29 June 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gary Lee Steer
- CRD
- 2562255
- Firm
- OxenFree Capital · CRD 327105
- Office
- 1900 S. HARBOR CITY BLVD., STE. 111, Melbourne, FL 32901-4725
- Registration
- Investment adviser registration
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oxenfreefinancial.com
Where does Gary Steer work?
Gary Steer is an investment adviser representative registered through Oxenfree Capital LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Gary Steer a financial advisor?
Yes. Gary Steer has a current investment-adviser registration in Florida, through OxenFree Capital since August 2024.
How many years of experience does Gary Steer have?
Gary Steer has 25 years in the financial industry, since August 2001, across 3 adviser firms.
What exams has Gary Steer passed?
Gary Steer has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in June 2001. FINRA credited Gary Steer with the SIE, which began in October 2018.
Where did Gary Steer work before OxenFree Capital?
Before OxenFree Capital, Gary Steer was registered through Cadaret Grant & Co Inc, November 2008 to August 2024; Ameritas Investment Corp, November 2007 to November 2008.
Where is Gary Steer based?
Gary Steer’s registered office is in Melbourne, FL.
Is Gary Steer registered with FINRA?
No. Gary Steer has no current broker registration.
Is Gary Steer a CFP?
OxenFree Capital lists Gary Steer with the CFP credential (“Certified Financial Planner”) on its website. CFP Board confirms certification status.
How can I verify Gary Steer’s record?
Search CRD 2562255 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Steer’s full registration record.
