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Adolfo Reyna 5889b80d18 daily backup 2026-09-19

2026-09-19 23:00:27 -04:00

Date, Author, Tags, Status

Date	Author	Tags	Status
2026-09-19	Hermes		Research captured; independent review signal limited

Gary Steer / OxenFree Financial — Public Research

Contact-card details

OxenFree Financial's own website identifies Gary as a Certified Financial Planner® and Enrolled Agent, and describes services including financial planning, investment management, tax-aware planning, and estate-planning facilitation.[1]
A matching SEC Investment Adviser Public Disclosure record exists for Gary Lee Steer, CRD #2562255, associated with OxenFree Financial.[2][4]
FINRA has a matching BrokerCheck record. The public summary indicates prior broker registration and directs users to the SEC/IAPD record for investment-adviser information.[3][5]
A third-party tax directory lists Gary Steer, EA as an IRS-registered tax preparer associated with Steer, Mercer & Company. That listing uses a Satellite Beach address and different phone number, so it should be treated as historical or requiring confirmation rather than current contact information.[6]
Third-party advisor profiles describe approximately 20–24 years in the financial industry, but those figures are directory claims and may not be current.[8][9]

Public profile/listing pages were found on Yelp, Warmer, U.S. News, Indyfin, and similar advisor directories.[7][8][9]
The research pass did not find a clearly verifiable star rating or a substantial body of independent client comments that should be relied on as a recommendation.
No conclusion about service quality, complaints, or disciplinary history is made here beyond the existence of the official SEC/FINRA records. Verify current records directly before engagement.

The card and Gary's direct website contact use (321) 441-8367. Public company listings also show an office number, (321) 722-7882; confirm which number is current.[1]
Before using him for tax or investment work, request his current Form CRS, fee schedule, exact scope of tax preparation/representation, and confirmation of current Enrolled Agent status.