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Harold Sasnowitz

Bcr Wealth Strategies

Clifton, NJ

CRD 5313969

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Employer firm

Bcr Wealth Strategies CRD 119670

$528M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bcr Wealth Strategies

1952 Urban Center Parkway, Vestavia, AL 35242-2594 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2018-06-18
AL RA APPROVED 2007-09-17
  • NJ RA
    APPROVED
    Since 2018-06-18
  • AL RA
    APPROVED
    Since 2007-09-17

Branch Locations

22 Lenox Avenue, Clifton, NJ 07012 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berk Cleveland Rathmell Wealth Strategies, Llc Birmingham AL 06/2007 Present
  • 06/2007 → Present
    Berk Cleveland Rathmell Wealth Strategies, Llc
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-02
  • S65 Uniform Investment Adviser Law Examination
    2007-04-02
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CITIGROUP GLOBAL MARKETS INC.
EDWARD JONES
EQUITABLE ADVISORS, LLC

Nearby Investors

DOUGLAS A DREHWING
HAORONG HUANG
Matthew A Nitto

Nearby Offices

CITIGROUP GLOBAL MARKETS INC. · CLIFTON, NJ
EDWARD JONES · CLIFTON, NJ
EQUITABLE ADVISORS, LLC · NUTLEY, NJ

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