Elizabeth Ann Barrett

Employer firm

Highroad Wealth Advisers, LLC CRD 149362

$15.8M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  Apex Wealth Advisers Llc
  Rochester, NY
• 01/2022 → 11/2022
  Armbruster Capital Management, Inc
  Pittsford, NY
• 01/2009 → 01/2022
  Apex Wealth Advisers Llc
  Rochester, NY
• 12/2022 → Present
  Apex Wealth Advisers Llc
  Rochester, NY

Previous Registrations

• 2022-01-07 → 2022-11-01
  Armbruster Capital Management, Inc.
  Pittsford, NY
• 2021-07-08 → 2022-01-20
  Highroad Wealth Advisers, Llc
  Rochester, NY

Exams

• S66 Uniform Combined State Law Examination
  2004-02-06

Designations

• Certified Financial Planner

Other Names

• Elizabeth Barrett