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Sandra Mitchell Cleveland

BCR WEALTH STRATEGIES, LLC·VESTAVIA, Alabama
Clean recordBCR WEALTH STRATEGIES, LLC
1952 URBAN CENTER PARKWAY, VESTAVIA, AL 35242-2594CRD# 4570085Firm CRD# 119670

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sandra Mitchell Cleveland · VESTAVIA, AL
Registration
CRD #4570085 · BCR WEALTH STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sandra Mitchell Cleveland is a registered financial advisor based in VESTAVIA, Alabama, affiliated with BCR WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BCR WEALTH STRATEGIES, LLC
BCR WEALTH STRATEGIES
AUM
$367M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at BCR WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4570085
Firm CRD# 119670
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sandra Mitchell Cleveland offer?
Sandra Mitchell Cleveland specializes in Financial Planning, Investment Management. Contact their office in VESTAVIA, Alabama for a consultation.
What are Sandra Mitchell Cleveland's credentials?
Sandra Mitchell Cleveland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sandra Mitchell Cleveland located?
Sandra Mitchell Cleveland is based in VESTAVIA, Alabama, working with BCR WEALTH STRATEGIES, LLC. Their office serves clients in the VESTAVIA metropolitan area and surrounding communities.
How does Sandra Mitchell Cleveland charge for services?
Sandra Mitchell Cleveland'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 BCR WEALTH STRATEGIES, LLC?
BCR 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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Other Advisors at BCR WEALTH STRATEGIES, LLC

Jay Hallowes Mcgowan
VESTAVIA, AL
Marshall Peter Rathmell
VESTAVIA, AL
Kristie M Clayton
VESTAVIA, AL
Lindsay Walker Birchfield
VESTAVIA, AL
Norman Mark Berk
VESTAVIA, AL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)IRONDALE (13)HOOVER (10)TUSCALOOSA (9)HOMEWOOD (7)
City Guides
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Research
Advisor Fees in AlabamaNational Fee Analysis
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