Sandra M. Cleveland

BCR WEALTH STRATEGIES

VESTAVIA, AL 35242-2594

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CRD#: 4570085

Professional summary

Sandra Mitchell Cleveland, CFP®, who also goes by Sandra June Mitchell, is a registered financial advisor currently at BCR WEALTH STRATEGIES located in Vestavia, Alabama.

Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Sandra has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sandra June Mitchell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RCB Properties, LLC - Member of real estate holding company that owns the property located at 1952 Urban Center Parkway, Vestavia, AL 35242 which is leased to BCR Wealth Strategies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Mitchell Cleveland's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

March 9, 2006 - Present

BCR WEALTH STRATEGIES

Office #1: 1952 Urban Center Parkway, Vestavia, AL 35242-2594

RIA

CRD#: 119670

VESTAVIA, AL

Past

September 30, 2004 - March 3, 2006

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

BIRMINGHAM , AL

Past

October 31, 2003 - March 3, 2006

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

LINCOLN, NE

Past

May 21, 2003 - September 30, 2004

THE ADVISORS GROUP, INC.

RIA

CRD#: 14035

BIRMINGHAM, AL

Past

August 22, 2002 - October 31, 2003

THE ADVISORS GROUP, INC.

CRD#: 14035

BETHESDA, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BCR WEALTH STRATEGIES

CRD#: 119670 / SEC#: 801-61015

RIA

Registered Investment Advisory firm - (3/21/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(3/9/2006)

IAR

Texas
(7/14/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/9/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/21/2002

General Securities Representative Examination

Current Firm

BCR WEALTH STRATEGIES

CRD#: 119670 / SEC#: 801-61015

RIA

Registered Investment Advisory firm - (3/21/2002 Approved)

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Contact information

Main Address

1952 Urban Center Parkway, Vestavia, AL 35242-2594

Mailing Address

Phone number

(205) 298-1234

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2-REVISED (7/25/2025)

Regulatory assets under management

Total Number of Accounts	1,115
AUM (Assets Under Management)	$ 404,481,198

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/30/2025	Cover Page	Report
10/01/2024	Cover Page	Report
09/13/2023	Cover Page	Report
01/03/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sandra M. Cleveland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Mitchell Cleveland's CRS (Customer Relationship Summary).

Certified licenses

Experience

BCR WEALTH STRATEGIES

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

THE ADVISORS GROUP, INC.

THE ADVISORS GROUP, INC.

Primary Firm SEC Registration

BCR WEALTH STRATEGIES

State Registrations and Notice Filings

Exams

Series 66

Date: 9/9/2002

Series 7

Date: 8/21/2002

Current Firm

BCR WEALTH STRATEGIES

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BCR WEALTH STRATEGIES

TRUST BUT VERIFY

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