Abigail Younger Kotarski
Investment adviser representative at Bcr Wealth Strategies
14 yearsExperience
1 stateRegistered in
$528.1MFirm assets
24 yearsFirm in business
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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
14 years in the industry.
- Bcr Wealth StrategiesAug 2026 to now
- UnemployedFeb 2026 to Jul 2026
- SubscribeAug 2025 to Jan 2026
- Innovation Partners LLCMar 2024 to Jan 2026
- Spectra CapitalMar 2024 to Jan 2025
- Axio Financial LLCNov 2023 to Mar 2024
- Institutional Capital Network, Inc.Aug 2022 to Mar 2024
- Simon Markets LLCNov 2021 to Mar 2024
- Servisfirst BankJan 2019 to Nov 2021
- John Newcombe Tennis RanchDec 2017 to Dec 2018
- Alaska Retinal ConsultantsMay 2017 to Nov 2017
- University of AlabamaAug 2014 to Aug 2018
- Greater Houston Pool ManagementMay 2012 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7456770
- Firm CRD
- 119670