Elizabeth Ann Barrett
Investment adviser representative at Sterling Wealth Advisors, Inc.
30 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$223.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Sterling Wealth Advisors, Inc.Dec 1996 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (FL, NC, TX).
Sterling Wealth Advisors, Inc.
$223.5MAssets managed
80Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2826888
- Firm CRD
- 124121