Unclaimed Profile

Norman Mark Berk

BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC·VESTAVIA, Alabama

Series 7, Series 6524 years registeredBERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC

1952 URBAN CENTER PARKWAY, VESTAVIA, AL 35242-2594CRD# 2800970Firm CRD# 119670

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Norman Mark Berk · VESTAVIA, AL

Registration

CRD #2800970 · BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC

BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC

Apr 2002 – May 2019

CANTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · April 5, 2002

Years registered · 24

Disclosure History

2008Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BCR WEALTH STRATEGIES, LLC

CRD 119670 · SEC 801-61015

AUM

$367M

Regulatory assets under management

Employees

1,054 client accounts

Services offered by BCR WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BCR WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Norman Mark Berk offer?

Norman Mark Berk specializes in Financial Planning, Investment Management.

What are Norman Mark Berk's credentials?

Norman Mark Berk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Norman Mark Berk located?

Norman Mark Berk is based in VESTAVIA, Alabama, last registered with BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC.

How does Norman Mark Berk charge for services?

Norman Mark Berk's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC?

BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC has approximately 13 employees and manages $367M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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