Elizabeth Brew has been an investment adviser representative at Marotta Asset Management since July 2017, and is not listed among the firm’s executive officers or direct owners.
Marotta Asset Management, Inc. is a Charlottesville, VA firm with $686M under management, 366 clients and 12 advisers in one office, as of its October 2026 filing.
- – present · 9 yearsCharlottesville, VA · Adviser representative · Firm CRD 115645
Investment adviser representative registrations
Elizabeth Brew is registered as an investment adviser representative in Virginia, since July 2017.
- VirginiaSince 25 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 July 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Elizabeth Louise Brew
- CRD
- 6820637
- Firm
- Marotta Asset Management · CRD 115645
- Office
- 1000 EDNAM CENTER, SUITE 200, Charlottesville, VA 22903-4615
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Brew work?
Elizabeth Brew is an investment adviser representative registered through Marotta Asset Management, Inc. since July 2017, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Brew a financial advisor?
Yes. Elizabeth Brew has a current investment-adviser registration in Virginia, through Marotta Asset Management since July 2017.
How many years of experience does Elizabeth Brew have?
Elizabeth Brew has 9 years in the financial industry, since July 2017, across 1 adviser firm.
What exams has Elizabeth Brew passed?
Elizabeth Brew passed the Series 65 in July 2017.
Where is Elizabeth Brew based?
Elizabeth Brew’s registered office is in Charlottesville, VA.
Is Elizabeth Brew registered with FINRA?
No. Elizabeth Brew has no current broker registration.
How can I verify Elizabeth Brew’s record?
Search CRD 6820637 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Brew’s full registration record.
