Annelise Sutherland has been an investment adviser representative at BCR Wealth Strategies since July 2025, and is not listed among the firm’s executive officers or direct owners.
BCR Wealth Strategies, LLC is a Vestavia, AL firm with $528M under management, 362 clients and 7 advisers across 2 offices, as of its September 2026 filing.
- BCR Wealth StrategiesCurrent– present · 1 yearVestavia, AL · Adviser representative · Firm CRD 119670
Investment adviser representative registrations
Annelise Sutherland is registered as an investment adviser representative in Alabama, since July 2025.
- AlabamaSince 23 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Annelise Nicole Sutherland
- CRD
- 8132697
- Firm
- BCR Wealth Strategies · CRD 119670
- Office
- 1952 URBAN CENTER PARKWAY, Vestavia, AL 35242-2594
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Annelise Sutherland work?
Annelise Sutherland is an investment adviser representative registered through BCR Wealth Strategies, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Annelise Sutherland a financial advisor?
Yes. Annelise Sutherland has a current investment-adviser registration in Alabama, through BCR Wealth Strategies since July 2025.
How many years of experience does Annelise Sutherland have?
Annelise Sutherland has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has Annelise Sutherland passed?
Annelise Sutherland passed the Series 65 in July 2025.
Where is Annelise Sutherland based?
Annelise Sutherland’s registered office is in Vestavia, AL.
Is Annelise Sutherland registered with FINRA?
No. Annelise Sutherland has no current broker registration.
How can I verify Annelise Sutherland’s record?
Search CRD 8132697 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Annelise Sutherland’s full registration record.
