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Sandra Mitchell Cleveland

BCR Wealth Strategies

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About Sandra Mitchell Cleveland

Sandra Cleveland is a financial advisor registered with the state of Alabama and Texas. Sandra has been working in the financial services industry since 2002 and currently works for BCR Wealth Strategies. Sandra is a Certified Financial Planner. Sandra has over 20 years of experience in financial planning and provides services to individuals, families, and businesses. Sandra specializes in financial planning, retirement planning, investment management, and college savings. Sandra is also a member of the National Association of Personal Financial Advisors.

Firm Information

Sandra Cleveland is currently registered with BCR Wealth Strategies. BCR Wealth Strategies is an investment advisor registered with the SEC and located in VESTAVIA, AL. They manage over $404 million in assets for a diverse range of clients including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. BCR Wealth Strategies offers financial planning, pension consulting, and selection of other advisers. They are dedicated to providing personalized wealth management strategies to meet the unique needs of their clients.
BCR Wealth Strategies

1952 URBAN CENTER PARKWAY

VESTAVIA, AL 35242-2594

$404.48M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sandra Cleveland’s Registration & Firm History

AL

07/14/2014 - Present

BCR Wealth Strategies (VESTAVIA AL)

NE

10/31/2003 - 03/03/2006

AMERITAS INVESTMENT CORP. (LINCOLN NE)

MD

08/22/2002 - 10/31/2003

THE ADVISORS GROUP, INC. (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 09/09/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sandra Mitchell Cleveland.
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