Berk Cleveland Rathmell Wealth Strategies Directory


Last updated: February 18th, 2020. Data source: SEC & FINRA filings.

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Full Name Trusted Years Registered Years at Firm Disclosures Registration Status
Sandra Mitchell Cleveland Yes 18 13 No Investment Advisor
Harold Sasnowitz Yes 12 12 No Investment Advisor
Marcus Hume Yes 6 1 No Investment Advisor
Marshall Rathmell Yes 10 10 Yes Investment Advisor
Clay Wood No 2 2 No Investment Advisor
Leighton Lindstrom No 1 1 No Investment Advisor