Sterling Barrett has been an investment adviser representative at Sterling Wealth Advisors since June 2025, and is not listed among the firm’s executive officers or direct owners. Sterling Barrett holds a Dual bachelor's degrees in accounting and financial planning from Liberty University.
Sterling Wealth Advisors, Inc. is a Plantation, FL firm with $224M under management, 80 clients and 1 adviser across 3 offices, as of its April 2026 filing.
Sterling Barrett is Associate Wealth Advisor of Sterling Wealth Advisors, Inc., based in Plantation, Florida. He recently joined the firm following his graduation from Liberty University's Honors Program and has passed the Securities Industry Essentials (SIE) and Series 65 examinations. He is involved in onboarding new clients, participating in client meetings, developing financial plans, and the financial and compliance aspects of firm operations.
- – present · 1 yearBanner Elk, NC · Adviser representative · Firm CRD 124121
Investment adviser representative registrations
Sterling Barrett is registered as an investment adviser representative in 2 states. The first approvals date from June 2025; the most recent is Florida, in August 2026.
- FloridaSince 28 August 2026
- North CarolinaSince 21 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 June 2025 |
| SIE | Securities Industry Essentials Examination | 11 January 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Sterling Whitworth Barrett
- CRD
- 8099388
- Firm
- Sterling Wealth Advisors · CRD 124121
- Office
- Banner Elk, NC
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sterlingwealthadvisors.com
Where does Sterling Barrett work?
Sterling Barrett is an investment adviser representative registered through Sterling Wealth Advisors, Inc. since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Sterling Barrett a financial advisor?
Yes. Sterling Barrett has a current investment-adviser registration in Florida and North Carolina, through Sterling Wealth Advisors since June 2025.
How many years of experience does Sterling Barrett have?
Sterling Barrett has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Sterling Barrett passed?
Sterling Barrett has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in January 2024.
Where is Sterling Barrett based?
Sterling Barrett’s registered office is in Banner Elk, NC.
Is Sterling Barrett registered with FINRA?
No. Sterling Barrett has no current broker registration.
How can I verify Sterling Barrett’s record?
Search CRD 8099388 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sterling Barrett’s full registration record.
