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Chief Compliance Officer · Aspect Partners, LLC

Lindsey A. Vardi

CRD 5733866 · Named on Form ADV at one SEC-registered adviser

At a glance

Aspect Partners, LLC, an SEC-registered wealth manager based in Fairfax, VA with $418 million in regulatory assets, lists Lindsey A. Vardi on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Aspect Partners, LLCChief Compliance OfficerWealth manager · Fairfax, VA · $418M in regulatory assets

AtlasMembers

Lindsey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lindsey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.