Investment adviser representative · Bcr Wealth Strategies
Annelise N. Sutherland
CRD 8132697 · Vestavia, AL
At a glance
Annelise N. Sutherland is an investment adviser representative with Bcr Wealth Strategies in Vestavia, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Annelise’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Bcr Wealth StrategiesSince July 2025Vestavia, AL · $528M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Annelise’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Bcr Wealth Strategies
- Lindsay W. BirchfieldVestavia
- Sandra M. ClevelandVestavia · Certified Financial Planner
- Timothy R. Jones Jr.Vestavia
- Abigail Y. KotarskiVestavia
- Spencer E. LawsonVestavia · Certified Financial Planner
- Marshall P. RathmellVestavia · Certified Financial Planner, Personal Financial Specialist
- Harold SasnowitzClifton · Certified Financial Planner
Every advisor at Bcr Wealth Strategies →Bcr Wealth Strategies: assets, clients and custodians →Financial advisors in Vestavia, AL →Every Bcr Wealth Strategies advisor in Vestavia →Advisor Moves: who changed firms this week →