Best Investors Account Sign in
Inactive

Sterling Whitworth Barrett

Sterling Wealth Advisors, Inc.

Plantation, FL

Banner Elk, NC

CRD 8099388

Claim This Profile
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
FL RA APPROVED 2026-08-28
NC RA APPROVED 2025-06-21
  • FL RA
    APPROVED
    Since 2026-08-28
  • NC RA
    APPROVED
    Since 2025-06-21

Branch Locations

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

Banner Elk, NC • 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 Plantation FL 05/2025 07/2025
Lowes' Food Banner Elk NC 05/2023 05/2024
Sterling Wealth Advisors Plantation FL 05/2024 08/2024
Liberty University Lynchburg VA 08/2022 05/2026
Student Plantation FL 05/2015 05/2022
Unemployed Plantation FL 05/2022 08/2022
Sterling Wealth Advisors Plantation FL 06/2026 Present
  • 05/2025 → 07/2025
    Sterling Wealth Advisors
    Plantation, FL
  • 05/2023 → 05/2024
    Lowes' Food
    Banner Elk, NC
  • 05/2024 → 08/2024
    Sterling Wealth Advisors
    Plantation, FL
  • 08/2022 → 05/2026
    Liberty University
    Lynchburg, VA
  • 05/2015 → 05/2022
    Student
    Plantation, FL
  • 05/2022 → 08/2022
    Unemployed
    Plantation, FL
  • 06/2026 → Present
    Sterling Wealth Advisors
    Plantation, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-20
  • S65 Uniform Investment Adviser Law Examination
    2025-06-20

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

More in Plantation, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor