Unclaimed Profile

Lindsey Andrea Vardi

ASPECT PARTNERS, LLC·FAIRFAX, Virginia

SIE, Series 7, Series 24, Series 66, Series 99TOClean record15 years registeredASPECT 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 · 15 years registered

Brand Profile

Not yet started

Career History

ASPECT PARTNERS, LLC

Nov 2022 – present

ALMANACK INVESTMENT PARTNERS

Jul 2020 – Nov 2022

Fairfax, VA

LINCOLN FINANCIAL ADVISORS CORPORATION

Oct 2014 – Jul 2020

Fairfax, VA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

May 2014 – Oct 2014

RESTON, VA

LINCOLN FINANCIAL ADVISORS CORPORATION

Apr 2012 – Jun 2014

VIENNA, VA

WILBANKS SECURITIES ADVISORY

Jan 2011 – Mar 2012

OKLAHOMA CITY, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 99TO

Registration record

First registered · January 28, 2011

Years registered · 15

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 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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