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Lindsey Andrea Vardi

ASPECT PARTNERS, LLC·FAIRFAX, Virginia
Clean recordASPECT PARTNERS, LLC
8500 EXECUTIVE PARK AVE, FAIRFAX, VA 22031CRD# 5733866Firm CRD# 307273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lindsey Andrea Vardi · FAIRFAX, VA
Registration
CRD #5733866 · ASPECT PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lindsey Andrea Vardi is a registered financial advisor based in FAIRFAX, Virginia, affiliated with ASPECT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ASPECT PARTNERS, LLC
ASPECT PARTNERS, LLC
AUM
$302M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ASPECT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5733866
Firm CRD# 307273
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lindsey Andrea Vardi offer?
Lindsey Andrea Vardi specializes in Financial Planning, Investment Management. Contact their office in FAIRFAX, Virginia for a consultation.
What are Lindsey Andrea Vardi's credentials?
Lindsey Andrea Vardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lindsey Andrea Vardi located?
Lindsey Andrea Vardi is based in FAIRFAX, Virginia, working with ASPECT PARTNERS, LLC. Their office serves clients in the FAIRFAX metropolitan area and surrounding communities.
How does Lindsey Andrea Vardi charge for services?
Lindsey Andrea Vardi'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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Bard Daniel Malovany
FAIRFAX, VA

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Research
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