Sterling Wealth Advisors, Inc.

Sterling Wealth Advisors, Inc. (CRD# 124121) is a financial advisory firm headquartered in Plantation, FL. They manage $164,376,313 in 421 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8201 Peters Road, Suite 1000, Plantation, FL 33324
http://www.sterlingwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    421
    ACCOUNTS
  • Average Account Value
    $390,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Sterling Wealth Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Elizabeth Barrett, financial advisor Plantation FL
Elizabeth A. Barrett
CRD#: 2826888
8201 Peters Road, Suite 1000, Plantation, FL 33324

Elizabeth Barrett (CRD# 2826888) is an Investment Advisor Representative working at Sterling Wealth Advisors, Inc. in Plantation, FL and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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