Elizabeth Friday Horbaly

Employer firm

Marotta Wealth Management, Inc. CRD 115645

$686M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → Present
  Marotta Wealth Management
  Charlottesville, VA
• 09/2018 → 05/2019
  Virginia Tech Student Athlete Academic Support Services
  Blacksburg, VA
• 06/2018 → 08/2018
  Bronfman Rothschild
  Rockville, MD
• 05/2012 → 06/2018
  Ragged Mountain Running
  Charlottesville, VA
• 06/2017 → 08/2017
  Apex Systems
  Glen Allen, VA
• 01/2000 → 05/2019
  School
  Charlottesville, VA

Other Businesses

Officer in father's non-investment related business, Custom Yacht Service, for the sake of business continuity requiring zero hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-05

Designations

• Certified Financial Planner

Other Names

• Elizabeth Ellen Friday