Berk Cleveland Rathmell Wealth Strategies, LLC

Berk Cleveland Rathmell Wealth Strategies, LLC (CRD# 119670) is a financial advisory firm headquartered in Birmingham, AL. They manage $193,056,140 in 741 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    193
    MILLION
  • Total Number of Accounts
    741
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, MA, NY, TX

Financial Advisors at Berk Cleveland Rathmell Wealth Strategies, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Harold Sasnowitz
CRD#: 5313969
33 Lewis Road, Binghamton, NY 13905
101
Wealthminder
score

Harold Sasnowitz (CRD# 5313969) is an Investment Advisor Representative working at Berk Cleveland Rathmell Wealth Strategies, LLC in Binghamton, NY and has over 9 years of experience in the finance industry. Harold Sasnowitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sandra M. Cleveland
CRD#: 4570085
1952 Urban Center Parkway, Birmingham, AL 35242
96
Wealthminder
score

Sandra Cleveland (CRD# 4570085) is an Investment Advisor Representative working at Berk Cleveland Rathmell Wealth Strategies, LLC in Birmingham, AL and has over 14 years of experience in the finance industry. Sandra Cleveland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Justin R. Ladden
CRD#: 5364628
1952 Urban Center Parkway, Birmingham, AL 35242
93
Wealthminder
score

Justin Ladden (CRD# 5364628) is an Investment Advisor Representative working at Berk Cleveland Rathmell Wealth Strategies, LLC in Birmingham, AL and has over 8 years of experience in the finance industry.

4
Jay H. McGowan
CRD#: 6326333
1952 Urban Center Parkway, Birmingham, AL 35242
88
Wealthminder
score

Jay McGowan (CRD# 6326333) is an Investment Advisor Representative working at Berk Cleveland Rathmell Wealth Strategies, LLC in Birmingham, AL and has over 2 years of experience in the finance industry.

5
Norman M. Berk
CRD#: 2800970
Canton, MA
86
Wealthminder
score

Norman Berk (CRD# 2800970) is an Investment Advisor Representative working at Berk Cleveland Rathmell Wealth Strategies, LLC in Canton, MA and has over 20 years of experience in the finance industry. Norman Berk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Marshall P. Rathmell
CRD#: 5657799
1952 Urban Center Parkway, Birmingham, AL 35242
76
Wealthminder
score

Marshall Rathmell (CRD# 5657799) is an Investment Advisor Representative working at Berk Cleveland Rathmell Wealth Strategies, LLC in Birmingham, AL and has over 7 years of experience in the finance industry. Marshall Rathmell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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