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Margaret Hamilton Horsley

Investment adviser representative at Glassy Mountain Advisors, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$369.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Glassy Mountain Advisors, Inc.May 2023 to now
  2. Northwestern Mutual Wealth Management ServicesApr 2021 to Apr 2023
  3. Richard WorrellFeb 2021 to Apr 2023
  4. The Vanguard GroupAug 2020 to Feb 2021
  5. Wake Forest UniversityAug 2016 to Aug 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020

State registrations

Registered as an investment adviser representative in 2 states (DC, MD).

Glassy Mountain Advisors, Inc.

$369.8MAssets managed
127Clients
6Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7288968
Firm CRD
314937
Advisor's SEC record (opens in a new tab)
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