BCR WEALTH STRATEGIES, LLC of VESTAVIA, AL is an SEC-registered investment adviser (CRD 119670). Regulatory assets under management: $528.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Sandra Mitchell Cleveland | MEMBER | — |
| Marshall Peter Rathmell | MANAGING MEMBER | — |
| Lindsay Walker Birchfield | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Timothy Robert Jones | MEMBER | — |
| BERK NORMAN MARK | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| PETROFSKY ANDREW DAVID | CHIEF COMPLIANCE OFFICER | — |
| CLEVELAND SANDRA MITCHELL | MANAGING MEMBER; MEMBER | — |
| RATHMELL MARSHALL PETER | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| BERK NORMAN | MEMBER | — |
| MCGOWAN JAY HALLOWES | CHIEF COMPLIANCE OFFICER | — |
| Clayton Kristie M | CHIEF COMPLIANCE OFFICER | — |
| Birchfield Lindsay Walker | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (607) 238-7718 |
| — | — | 1 | (607) 238-7718 |