Gary Lee Steer

Current Employers

Employment History

• 11/2008 → 08/2024
  Cadaret, Grant & Co., Inc.
  Satellite Beach, FL
• 11/2008 → 08/2024
  Steer Financial Advisors
  Satellite Beach, FL
• 08/2024 → Present
  Oxenfree Financial
  Melbourne, FL
• 01/2026 → Present
  Oxenfree Tax Llc
  Melbourne, FL

Previous Registrations

• 2008-11-07 → 2024-08-19
  Cadaret, Grant & Co., Inc.
  Satellite Beach, FL
  Minerva, OH
  Boardman, OH
  Syracuse, NY
  Boardman, OH
• 2007-11-29 → 2008-11-17
  Ameritas Investment Company, Llc
  Salem, OH
  Minerva, OH

Other Businesses

1. INDEPENDENT INS AGENT, SELL FIXED INSURANCE PRODUCTS; 2. WORLD RENEWAL INTERNATIONAL, PO BOX 399, GREENFIELD, IN, START 1/2007, SECRETARY, NON-INVESTMENT RELATED, MISSION ORGANIZATION WITH MISSIONARIES IN MULTIPLE COUNTRIES, 1 HOUR MONTHLY, CONFERENCE CALLS WITH BOARD MEMBERS; 3. OXENFREE TAX LLC dba OXENFREE ACCOUNTING & TAX SERVICE, MELBOURNE, FL, SENIOR TAX ACCOUNTANT, TAX & ACCOUNTING SERVICES, START 1/2026, NON-INVESTMENT RELATED, 30 HOURS PER WEEK; 4. ROCK HARBOR COVENANT CHURCH, EXECUTIVE PASTOR, NON-INVESTMENT RELATED, CHURCH LEADERSHIP, START 5/2026, 40 HOURS MONTHLY. 5. EQUITY ADVISORS, LLC, INVESTMENT-RELATED: YES. 1031 LYNN WAY, ZEPHYR COVE, NV 89448. START 10/2025. POSITION/TITLE/RELATIONSHIP-REFERRAL/FACILITATION ACTIVITY THROUGH ADVISORY FIRM. APX NUMBER OF HOURS PER WEEK: VARIES. APX NUMBER OF HOURS DURING SECURITIES TRADING HOURS: VARIES. BRIEF DESCRIPTION OF DUTIES: INTRODUCES CLIENTS TO INVESTMENT ADVISER FOR SPECIALIZED TAX-RELATED STRATEGIES; MAY PROVIDE GENERAL DESCRIPTIVE INFORMATION AND ATTEND INTRODUCTORY MEETINGS; DOES NOT PROVIDE INVESTMENT, TAX, OR LEGAL ADVICE ON BEHALF OF ENTITY. COMPENSATION RECEIVED THROUGH ADVISORY FIRM. 6. TAX STRATEGIES MARKETING, LLC, INVESTMENT-RELATED: YES. 1031 LYNN WAY, ZEPHYR COVE, NV 89448. START 10/2025. POSITION/TITLE/RELATIONSHIP-REFERRAL/FACILITATION ACTIVITY THROUGH ADVISORY FIRM. APX NUMBER OF HOURS PER WEEK: VARIES. APX NUMBER OF HOURS DURING SECURITIES TRADING HOURS: VARIES. BRIEF DESCRIPTION OF DUTIES: INTRODUCES CLIENTS FOR ADVANCED TAX STRATEGY SERVICES; MAY PROVIDE GENERAL DESCRIPTIVE INFORMATION AND ATTEND INTRODUCTORY MEETINGS; DOES NOT STRUCTURE OR EXPLAIN STRATEGIES AND DOES NOT PROVIDE TAX OR LEGAL ADVICE ON BEHALF OF ENTITY. COMPENSATION RECEIVED THROUGH ADVISORY FIRM.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-07-03

Designations