Elizabeth HorbalyCRD 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.
State Farm Investment Management Corp.
Clio Asset Management LLC
|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|
Total Assets Under Management570MILLIONS
Total Number of Accounts1,725ACCOUNTS
Average Account Value$330,193
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CO, DC, FL, GA, IL, MA, MD, MN, NC, NH, NJ, NY, PA, TX, VA, WA, WI
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