Bcr Wealth Strategies
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 119670
- SEC number
- 801-61015
- Firm type
- RIA
- Assets under management
- $528.1M as of Jan 22, 2026
- Website
- twitter.com/BCR_WEALTH?LANG=EN ↗
- Phone
- 205-298-1234
- Address
- 1952 Urban Center Parkway, Vestavia, AL, 35242-2594
Advisors at this firm
7 in our index · page 1 of 1
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Lindsay Walker BirchfieldCRD 6808602 · Vestavia, ALIA RegisteredRegistration inactive
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Sandra Mitchell ClevelandCRD 4570085 · Vestavia, ALIA Registered
-
Timothy Robert JonesCRD 5967989 · Vestavia, ALIA RegisteredRegistration inactive
-
Spencer Earl LawsonCRD 7744920 · Vestavia, ALIA Registered
-
Marshall Peter RathmellCRD 5657799 · Vestavia, ALIA Registered
-
Harold SasnowitzCRD 5313969 · Clifton, NJIA Registered
-
Annelise Nicole SutherlandCRD 8132697 · Vestavia, ALIA Registered
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 119670 ↗
FINRA BrokerCheck record for firm CRD 119670 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.