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Annelise Nicole Sutherland

Bcr Wealth Strategies

Vestavia, AL

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Current Employers
Bcr Wealth Strategies

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-07-23
  • AL RA
    APPROVED
    Since 2025-07-23

Branch Locations

1952 Urban Center Parkway, Vestavia, AL 35242-2594 • 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
Bcr Wealth Strategies Birmingham AL 05/2025 Present
Auburn University Auburn AL 08/2021 05/2025
Inverness Country Club Birmingham AL 05/2022 07/2022
Inverness Country Club Birmingham AL 08/2020 08/2021
Oak Mountain High School Birmingham AL 08/2017 05/2021
Auburn University Auburn AL 05/2023 08/2023
Auburn University Auburn AL 08/2023 12/2023
High Prep Tutoring, Llc Auburn AL 08/2024 09/2024
Prince Of Peace Catholic School Birmingham AL 08/2014 05/2017
  • 05/2025 → Present
    Bcr Wealth Strategies
    Birmingham, AL
  • 08/2021 → 05/2025
    Auburn University
    Auburn, AL
  • 05/2022 → 07/2022
    Inverness Country Club
    Birmingham, AL
  • 08/2020 → 08/2021
    Inverness Country Club
    Birmingham, AL
  • 08/2017 → 05/2021
    Oak Mountain High School
    Birmingham, AL
  • 05/2023 → 08/2023
    Auburn University
    Auburn, AL
  • 08/2023 → 12/2023
    Auburn University
    Auburn, AL
  • 08/2024 → 09/2024
    High Prep Tutoring, Llc
    Auburn, AL
  • 08/2014 → 05/2017
    Prince Of Peace Catholic School
    Birmingham, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-09
  • S65 Uniform Investment Adviser Law Examination
    2025-07-09

View on SEC IAPD

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APPROACH RETIREMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ELLIS GERALD WINDLE
STEVEN MARK HUDSON
PETER DEWITT HUVER
ELDRED L BARGER
BRYAN LEE PARKER
Cassi Busby Martinez
JONATHAN RAY FOSTER
BOBBY RAY TRUST WHITE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL
RFG ADVISORY, LLC · VESTAVIA HILLS, AL
RFG ADVISORY, LLC · Vestavia Hills, AL
CETERA INVESTMENT ADVISERS LLC · MOUNTAIN BROOK, AL
APPROACH RETIREMENT ADVISORS, LLC · BIRMINGHAM, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Vestavia, AL
PNC WEALTH MANAGEMENT LLC · CAHABA HEIGHTS, AL
LPL FINANCIAL LLC · BIRMINGHAM, AL

More in Vestavia, AL

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