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.

Similar Advisors
Robert Abbott, financial advisor Charlottesville VA
Robert C. Abbott
CRD# 3167598
Edward Jones
Similar Advisors
Gary Albert, financial advisor Charlottesville VA
Gary M. Albert
CRD# 4687224
State Farm Investment Management Corp.
Similar Advisors
James Aldige, financial advisor Charlottesville VA
James G. Aldige
CRD# 6986573
Clio Asset Management LLC
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
    570
    MILLIONS
  • Total Number of Accounts
    1,725
    ACCOUNTS
  • Average Account Value
    $330,193
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

CA, CO, DC, FL, GA, IL, MA, MD, MN, NC, NH, NJ, NY, PA, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.