Prisma Avery has been an investment adviser representative at Horizons Sustainable Financial Services since January 2025, and is not listed among the firm’s executive officers or direct owners. Prisma Avery holds an Undergraduate degree in Elementary and Special Education from Western Washington University and an MBA from the University of New Mexico.
Horizons Sustainable Financial Services, Inc. is a Santa Fe, NM firm with $151M under management, 310 clients and 6 advisers across 6 offices, as of its January 2026 filing.
Prisma Avery is Investment Advisor Representative of Horizons Sustainable Financial Services. After teaching, Avery opened a community-based fitness studio in Santa Fe. With the pandemic, Avery's career pivoted and Avery returned to school to finish an MBA from the University of New Mexico. Avery now joins Horizons to support people in developing a toolset to help them live the life they want.
- – present · 1 yearSanta Fe, NM · Adviser representative · Firm CRD 164970
Investment adviser representative registrations
Prisma Avery is registered as an investment adviser representative in New Mexico, since January 2025.
- New MexicoSince 27 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8027119
- Firm
- Horizons Sustainable Financial Services · CRD 164970
- Office
- Santa Fe, NM
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- horizonssfs.com
Where does Prisma Avery work?
Prisma Avery is an investment adviser representative registered through Horizons Sustainable Financial Services, Inc. since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Prisma Avery a financial advisor?
Yes. Prisma Avery has a current investment-adviser registration in New Mexico, through Horizons Sustainable Financial Services since January 2025.
How many years of experience does Prisma Avery have?
Prisma Avery has 1 year in the financial industry, since January 2025, across 1 adviser firm.
What exams has Prisma Avery passed?
Prisma Avery passed the Series 65 in December 2024.
Where is Prisma Avery based?
Prisma Avery’s registered office is in Santa Fe, NM.
Is Prisma Avery registered with FINRA?
No. Prisma Avery has no current broker registration.
How can I verify Prisma Avery’s record?
Search CRD 8027119 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Prisma Avery’s full registration record.
