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Elizabeth Ann Barrett

Sterling Wealth Advisors, Inc.

Plantation, FL

CRD 2826888

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Employer firm

Sterling Wealth Advisors, Inc. CRD 124121

$224M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Sterling Wealth Advisors, Inc.

8201 Peters Road Suite 1000, Plantation, FL 33324 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-01-13
FL RA APPROVED 1998-09-08
  • TX RA
    APPROVED_RES
    Since 2020-01-13
  • FL RA
    APPROVED
    Since 1998-09-08

Branch Locations

8201 Peters Road Suite 1000, Plantation, FL 33324 • 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
Sterling Wealth Advisors, Inc. Plantation FL 12/1996 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-12
  • S65 Uniform Investment Adviser Law Examination
    1997-09-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
EDELMAN FINANCIAL ENGINES
TOBIAS FINANCIAL ADVISORS

Nearby Investors

Carmen A Vasquez
RICARDO M KENT
CHRISTOPHER UPTON

Nearby Offices

MORGAN STANLEY · Plantation, FL
EDELMAN FINANCIAL ENGINES · PLANTATION, FL
TOBIAS FINANCIAL ADVISORS · PLANTATION, FL

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