Sandra Cleveland has held the title Member at BCR Wealth Strategies since September 2011, is not listed as a control person, but directly owns under 5% of the firm.
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.
Sandra Cleveland’s longest registration is the current one, 20 years at BCR Wealth Strategies since 2006. Before joining BCR Wealth Strategies in 2006, Sandra Cleveland was registered through Ameritas Investment Corp and The Advisors Group, Inc.
- BCR Wealth StrategiesCurrent– present · 20 yearsVestavia, AL · Adviser representative · Firm CRD 119670
- Ameritas Investment Corp– · 1 yearBirmingham , AL · Adviser representative · Firm CRD 14869
- The Advisors Group, Inc.– · 1 yearBirmingham, AL · Adviser representative · Firm CRD 14035
Investment adviser representative registrations
Sandra Cleveland is registered as an investment adviser representative in 2 states. The first approvals date from March 2006; the most recent is Texas, in July 2014.
- AlabamaSince 9 March 2006
- TexasSince 14 July 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 September 2002 |
| Series 7 | General Securities Representative Examination | 21 August 2002 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Sandra Mitchell Cleveland
- CRD
- 4570085
- Firm
- BCR Wealth Strategies · CRD 119670
- Role
- Member
- Office
- 1952 URBAN CENTER PARKWAY, Vestavia, AL 35242-2594
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Sandra Cleveland work?
Sandra Cleveland has held the title Member at BCR Wealth Strategies, LLC since September 2011.
Is Sandra Cleveland a financial advisor?
Yes. Sandra Cleveland has a current investment-adviser registration in Alabama and Texas, through BCR Wealth Strategies since March 2006.
How many years of experience does Sandra Cleveland have?
Sandra Cleveland has 23 years in the financial industry, since May 2003, across 3 adviser firms.
What exams has Sandra Cleveland passed?
Sandra Cleveland has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2002.
Where did Sandra Cleveland work before BCR Wealth Strategies?
Before BCR Wealth Strategies, Sandra Cleveland was registered through Ameritas Investment Corp, September 2004 to March 2006; The Advisors Group, Inc., May 2003 to September 2004.
Where is Sandra Cleveland based?
Sandra Cleveland’s registered office is in Vestavia, AL.
Is Sandra Cleveland registered with FINRA?
No. Sandra Cleveland has no current broker registration.
How can I verify Sandra Cleveland’s record?
Search CRD 4570085 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sandra Cleveland’s full registration record.
