Lindsey Andrea Vardi
Investment adviser representative at Aspect Partners, LLC
12 yearsExperience
1 stateRegistered in
$418.2MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Aspect Partners, LLCNov 2022 to now
- Private Client ServicesJul 2020 to now
- Almanack Investment Partners, LLCJul 2020 to Nov 2022
- Lincoln Financial Advisors CorporationOct 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (VA).
Aspect Partners, LLC
$418.2MAssets managed
287Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5733866
- Firm CRD
- 307273