Elizabeth Horbaly, financial advisor Charlottesville VA

Elizabeth Horbaly

CRD Number: 7134714
Current Firm: Marotta Wealth Management, Inc.

Elizabeth Horbaly (CRD# 7134714) is an Investment Advisor Representative working at Marotta Wealth Management, Inc. in Charlottesville, VA and has over 3 years of experience in the finance industry. Elizabeth Horbaly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Marotta Wealth Management Charlottesville, VA May 2019 - Current 3
Virginia Tech Student Athlete Academic Support Services Blacksburg, VA Sep 2018 - May 2019 < 1
School Charlottesville, VA Jan 2000 - May 2019 19
Bronfman Rothschild Rockville, MD Jun 2018 - Aug 2018 < 1
Ragged Mountain Running Charlottesville, VA May 2012 - Jun 2018 6
Apex Systems Glen Allen, VA Jun 2017 - Aug 2017 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Elizabeth F. Horbaly
Phone Number: 434-244-0000
Firm Website: http://www.emarotta.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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