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Elizabeth Ann Barrett

STERLING WEALTH ADVISORS, INC.·PLANTATION, Florida
Unclaimed Profile
8201 PETERS ROAD, PLANTATION, FL 33324CRD# 2826888Firm CRD# 124121
01

About

Elizabeth Ann Barrett is a registered financial advisor based in PLANTATION, Florida, affiliated with STERLING WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STERLING WEALTH ADVISORS, INC.
STERLING WEALTH ADVISORS, INC.
AUM
$164M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at STERLING WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2826888
Firm CRD# 124121
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Ann Barrett offer?
Elizabeth Ann Barrett specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.
What are Elizabeth Ann Barrett's credentials?
Elizabeth Ann Barrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Ann Barrett located?
Elizabeth Ann Barrett is based in PLANTATION, Florida, working with STERLING WEALTH ADVISORS, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.
How does Elizabeth Ann Barrett charge for services?
Elizabeth Ann Barrett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING WEALTH ADVISORS, INC.?
STERLING WEALTH ADVISORS, INC. has approximately 7 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PLANTATION
Allen Page Giese — NORTHSTAR FINANCIAL PLANNERS, INC.Steve Lee Tepper — NORTHSTAR FINANCIAL PLANNERS, INC.Todd Michael Battaglia — MEG GREEN & ASSOCIATES, INC.Mallory Curian Mangrum — MEG GREEN & ASSOCIATES, INC.James Sean O'halloran — MEG GREEN & ASSOCIATES, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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