RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Lindsey Andrea Vardi
- Title
- Chief Compliance Officerreportedaspect-partners.comfirm site, Sep 15, 2026
- Direct business phone
- 703-916-8400reportedaspect-partners.comfirm site, Sep 15, 2026
- Professional profile
- ASPECT-PARTNERS.COM/team/lindsey-vardireportedaspect-partners.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/lindsey-vardi-melton-7a5021b4reportedaspect-partners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Aspect Partners, LLC independent RIA currentsince Nov 28, 2022 · Fairfax, Va
- Almanack Investment Partners independent RIAJul 29, 2020 to Nov 28, 2022 · Fairfax, Va
- Osaic Fa, Inc. formerOct 23, 2014 to Jul 24, 2020 · Fairfax, Va
- Wells Fargo Advisors wirehouseMay 29, 2014 to Oct 22, 2014 · Reston, Va
- Osaic Fa, Inc. formerApr 17, 2012 to Jun 5, 2014 · Vienna, Va
- Wilbanks Securities Advisory formerJan 28, 2011 to Mar 21, 2012 · Oklahoma City, Ok
- Almanack Investment Partners to Aspect Partners, LLCleft Nov 28, 2022, registered Nov 28, 2022 (0 days) · RIA to a newly registered adviser · moved with a team
- Osaic Fa, Inc. to Almanack Investment Partnersleft Jul 24, 2020, registered Jul 29, 2020 (5 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Wells Fargo Advisors to Osaic Fa, Inc.left Oct 22, 2014, registered Oct 23, 2014 (1 days) · Other
- Osaic Fa, Inc. to Wells Fargo Advisorsleft Jun 5, 2014, registered May 29, 2014 (-7 days) · Other
- Wilbanks Securities Advisory to Osaic Fa, Inc.left Mar 21, 2012, registered Apr 17, 2012 (27 days) · Other
- Lindsey Andrea Vardi left Almanack Investment Partners for Aspect Partners, Llc (registered 2022-11-28)Nov 28, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address