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Prisma Avery

Investment Adviser Representative at Horizons Sustainable Financial Services, Inc.

Santa Fe, NMCRD #8027119Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Prisma Avery is an investment adviser representative with Horizons Sustainable Financial Services, Inc. in Santa Fe, NM, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New Mexico.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Mexico

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/27/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Horizons Sustainable Financial Services, Inc.Current
1/27/2025 – Santa Fe, NM

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Pavery LLC
    Aug 2022 – no end date reportedSanta Fe, NM
  2. Sandia National Labs
    Oct 2021 – Aug 2022Albuquerque, NM
  3. Self Employed
    Jan 2021 – Oct 2021Snohomish, WA
  4. Rise Barre
    Jun 2017 – Jan 2021Santa Fe, NM
  5. The Juice Standard at the Cosmopolitan Hotel and Casino
    Jan 2017 – Jun 2017Las Vegas, NV
  6. Barre3
    Jan 2017 – Jun 2017Henderson, NV
  7. Barre3
    May 2015 – Jan 2017Bellingham, WA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Horizons Sustainable Financial Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
2
Main office:
Santa Fe, NM
SEC file number:
801-120599

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of January 14, 2026

View full firm profile

Other advisors at Horizons Sustainable Financial Services, Inc.

5 other advisors in the directory

View Horizons Sustainable Financial Services, Inc. firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Prisma Avery has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Prisma Avery (Horizons Sustainable Financial Services)