Elizabeth Horbaly has been an investment adviser representative at Marotta Asset Management since July 2019, 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 · 7 yearsCharlottesville, VA · Adviser representative · Firm CRD 115645
Investment adviser representative registrations
Elizabeth Horbaly is registered as an investment adviser representative in 2 states. The first approvals date from July 2019; the most recent is Florida, in May 2023.
- FloridaSince 8 May 2023
- VirginiaSince 5 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 July 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Elizabeth Friday Horbaly
- CRD
- 7134714
- 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 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Elizabeth Horbaly work?
Elizabeth Horbaly is an investment adviser representative registered through Marotta Asset Management, Inc. since July 2019, and is not listed among the firm’s executive officers or direct owners.
Is Elizabeth Horbaly a financial advisor?
Yes. Elizabeth Horbaly has a current investment-adviser registration in Florida and Virginia, through Marotta Asset Management since July 2019.
How many years of experience does Elizabeth Horbaly have?
Elizabeth Horbaly has 7 years in the financial industry, since July 2019, across 1 adviser firm.
What exams has Elizabeth Horbaly passed?
Elizabeth Horbaly passed the Series 65 in July 2019.
Where is Elizabeth Horbaly based?
Elizabeth Horbaly’s registered office is in Charlottesville, VA.
Is Elizabeth Horbaly registered with FINRA?
No. Elizabeth Horbaly has no current broker registration.
How can I verify Elizabeth Horbaly’s record?
Search CRD 7134714 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Horbaly’s full registration record.
