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Sandra Mitchell Cleveland

BCR WEALTH STRATEGIES, LLC·VESTAVIA, Alabama
Series 7, Series 66Clean record23 years registeredBCR 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

BCR WEALTH STRATEGIES
Mar 2006 – present
AMERITAS INVESTMENT CORP
Sep 2004 – Mar 2006
BIRMINGHAM, AL
THE ADVISORS GROUP, INC.
May 2003 – Sep 2004
BIRMINGHAM, AL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · May 21, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BCR WEALTH STRATEGIES, LLC
CRD 119670 · SEC 801-61015
AUM
$367M
Regulatory assets under management
Employees
13
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 →
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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

Marshall Peter Rathmell
VESTAVIA, AL
Jay Hallowes Mcgowan
VESTAVIA, AL
CFPPFS
Lindsay Walker Birchfield
VESTAVIA, AL
Norman Mark Berk
VESTAVIA, AL

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Nearby cities in Alabama
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Research
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