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Elizabeth Ann Barrett

Highroad Wealth Advisers, LLC

Rochester, NY

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Current Employers
Highroad Wealth Advisers, Llc

70 Linden Oaks 3Rd Floor, Rochester, NY 14625 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-01-04
  • NY RA
    APPROVED
    Since 2023-01-04

Branch Locations

70 Linden Oaks 3Rd Floor, Rochester, NY 14625 • 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
Apex Wealth Advisers Llc Rochester NY 01/2009 Present
Armbruster Capital Management, Inc Pittsford NY 01/2022 11/2022
Apex Wealth Advisers Llc Rochester NY 01/2009 01/2022
Apex Wealth Advisers Llc Rochester NY 12/2022 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-06
  • S66 Uniform Combined State Law Examination
    2004-02-06
Designations
Other Names
  • Elizabeth Barrett

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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