Prisma Avery
Investment adviser representative at Horizons Sustainable Financial Services, Inc.
11 yearsExperience
1 stateRegistered in
$151.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Horizons Sustainable Financial Services, Inc.Jan 2025 to now
- Pavery LLCAug 2022 to now
- Sandia National LabsOct 2021 to Aug 2022
- Self EmployedJan 2021 to Oct 2021
- Rise BarreJun 2017 to Jan 2021
- The Juice Standard At the Cosmopolitan Hotel and CasinoJan 2017 to Jun 2017
- Barre3May 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NM).
Horizons Sustainable Financial Services, Inc.
$151.2MAssets managed
310Clients
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
- 8027119
- Firm CRD
- 164970