Unclaimed Profile

Bard Daniel Malovany

ASPECT PARTNERS, LLC·FAIRFAX, Virginia

SIE, Series 2, Series 7, Series 63, Series 65, Series 72CFPClean record27 years registeredASPECT PARTNERS, LLC

8500 EXECUTIVE PARK AVE, FAIRFAX, VA 22031CRD# 2694395Firm CRD# 307273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bard Daniel Malovany · FAIRFAX, VA

Registration

CRD #2694395 · ASPECT PARTNERS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

ASPECT PARTNERS, LLC

Nov 2022 – present

ALMANACK INVESTMENT PARTNERS

Jul 2020 – Dec 2022

Fairfax, VA

LINCOLN FINANCIAL ADVISORS CORPORATION

Dec 2003 – Jul 2020

Fairfax, VA

ADVANTAGE CAPITAL CORPORATION

Nov 1998 – Dec 2003

ANNANDALE, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7

Series 63

Series 65

Series 72

Registration record

First registered · November 20, 1998

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASPECT PARTNERS, LLC

CRD 307273 · SEC 801-126851

AUM

$302M

Regulatory assets under management

Employees

931 client accounts

Services offered by ASPECT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASPECT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Bard Daniel Malovany offer?

Bard Daniel Malovany specializes in Financial Planning, Investment Management. Contact their office in FAIRFAX, Virginia for a consultation.

What are Bard Daniel Malovany's credentials?

Bard Daniel Malovany holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bard Daniel Malovany located?

Bard Daniel Malovany is based in FAIRFAX, Virginia, working with ASPECT PARTNERS, LLC. Their office serves clients in the FAIRFAX metropolitan area and surrounding communities.

How does Bard Daniel Malovany charge for services?

Bard Daniel Malovany's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASPECT PARTNERS, LLC?

ASPECT PARTNERS, LLC has approximately 8 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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