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Marshall Rathmell

Managing Member at BCR Wealth Strategies in Vestavia, AL

Investment adviser registrationUpdated

Marshall Rathmell is Managing Member of BCR Wealth Strategies, LLC, an investment adviser managing $528M, and works from its Vestavia, AL office. Marshall Rathmell has been registered as an investment adviser representative through BCR Wealth Strategies since 16 June 2009, has 17 years in the industry across 1 firm and has passed the Series 65.

17
Years in industry
17
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Marshall Rathmell has been Managing Member of BCR Wealth Strategies since September 2011, is a control person of the firm and directly owns 75% or more of it.

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.

  1. BCR Wealth StrategiesCurrent
    – present · 17 years
    Vestavia, AL · Adviser representative · Firm CRD 119670

Credentials and registrations

Investment adviser representative registrations

Marshall Rathmell is registered as an investment adviser representative in Alabama, since June 2009.

  • AlabamaSince 16 June 2009

Examinations

Series 6531 March 2009
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Marshall Peter Rathmell
CRD
5657799
Firm
BCR Wealth Strategies · CRD 119670
Role
Managing Member
Office
1952 URBAN CENTER PARKWAY, Vestavia, AL 35242-2594
Registration
Investment adviser registration
In the industry since
June 2009
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Marshall Rathmell work?

Marshall Rathmell has been Managing Member of BCR Wealth Strategies, LLC since September 2011, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 28 September 2026

Is Marshall Rathmell a financial advisor?

Yes. Marshall Rathmell has a current investment-adviser registration in Alabama, through BCR Wealth Strategies since June 2009.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Marshall Rathmell have?

Marshall Rathmell has 17 years in the financial industry, since June 2009, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Marshall Rathmell passed?

Marshall Rathmell passed the Series 65 in March 2009.

Source: IAPD individual record, checked 22 October 2026

Where is Marshall Rathmell based?

Marshall Rathmell’s registered office is in Vestavia, AL.

Source: IAPD individual record, checked 22 October 2026

Is Marshall Rathmell registered with FINRA?

No. Marshall Rathmell has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Marshall Rathmell’s record?

Search CRD 5657799 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marshall Rathmell’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at BCR Wealth Strategies

Sources

  1. IAPD individual record, CRD 5657799, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of BCR Wealth Strategies, LLC, filed 28 September 2026. Title, control and ownership bands.
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