Elizabeth A. Barrett

STERLING WEALTH ADVISORS

Plantation, FL 33324

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CRD#: 2826888

Professional summary

Elizabeth Ann Barrett, AIF®, CFP® is a registered financial advisor currently at STERLING WEALTH ADVISORS, INC. located in Plantation, Florida.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Elizabeth has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Ann Barrett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

September 8, 1998 - Present

STERLING WEALTH ADVISORS, INC.

Office #1: 8201 Peters Road Suite 1000, Plantation, FL 33324

RIA

CRD#: 124121

Plantation, FL

Past

December 16, 1996 - December 20, 1996

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 16, 1996 - December 20, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STERLING WEALTH ADVISORS, INC.

CAMBRIDGE TAX & FINANCIAL CONSULTANTS | STERLING WEALTH ADVISORS, INC. | CAMBRIDGE TAX & FINANCIAL CONSULTANTS, INC.

CRD#: 124121 / SEC#: 801-121920

RIA

Registered Investment Advisory firm - (7/29/2021 Approved)

Florida

Registered Investment Advisory firm - (8/20/2021 Terminated)

Texas

Registered Investment Advisory firm - (8/20/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/8/1998)

IAR

Texas
(1/22/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/13/1996

General Securities Representative Examination

Current Firm

STERLING WEALTH ADVISORS, INC.

CAMBRIDGE TAX & FINANCIAL CONSULTANTS | STERLING WEALTH ADVISORS, INC. | CAMBRIDGE TAX & FINANCIAL CONSULTANTS, INC.

CRD#: 124121 / SEC#: 801-121920

RIA

Registered Investment Advisory firm - (7/29/2021 Approved)

Florida

Registered Investment Advisory firm - (8/20/2021 Terminated)

Texas

Registered Investment Advisory firm - (8/20/2021 Terminated)

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Contact information

Main Address

8201 Peters Road Suite 1000, Plantation, FL 33324

Mailing Address

Phone number

(954) 771-1313

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- BROCHURE (9/11/2025)

Regulatory assets under management

Total Number of Accounts	364
AUM (Assets Under Management)	$ 187,596,209

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Elizabeth A. Barrett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Ann Barrett's CRS (Customer Relationship Summary).

Certified licenses

Experience

STERLING WEALTH ADVISORS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STERLING WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/1997

Series 7

Date: 12/13/1996

Current Firm

STERLING WEALTH ADVISORS, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STERLING WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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