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President, CEO and Chief Compliance Officer · Sterling Wealth Advisors, Inc.

Elizabeth A. Barrett

CRD 2826888 · Named on Form ADV at one SEC-registered adviser

At a glance

Sterling Wealth Advisors, Inc., an SEC-registered wealth manager based in Plantation, FL with $224 million in regulatory assets, lists Elizabeth A. Barrett on its Form ADV as President, CEO and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Elizabeth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.