Sandra Mitchell Cleveland
Investment adviser representative at Bcr Wealth Strategies
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$528.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Bcr Wealth StrategiesMar 2006 to now
- Berk Cleveland Rathmell Wealth Strategies, LLCJan 2006 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Bcr Wealth Strategies
Legal name: Bcr Wealth Strategies, LLC
$528.1MAssets managed
362Clients
8Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4570085
- Firm CRD
- 119670