BM
Bard D. Malovany
ASPECT PARTNERS
FAIRFAX, VA 22031
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CRD#: 2694395
BM
Professional summary
Bard Daniel Malovany, CFP®, who also goes by Bard Malovany, is a registered financial advisor currently at ASPECT PARTNERS, LLC located in Fairfax, Virginia and PRIVATE CLIENT SERVICES, LLC located in Fairfax, Virginia.
Bard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Bard has worked at 6 firms and has passed the Series 63, Series 65, Series 72, SIE, Series 7 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bard Malovany
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ASPECT PARTNERS 2677 Prosperity Ave. Suite 380 Fairfax, VA 22031 CATEGORY: INSURANCE/LEGAL ENTITY/LLC INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: SELLING DISABILITY AND TRADITIONAL LIFE INSURANCE FINANCIAL PLANNING AND ADVICE START DATE: 1/1/2009 HOURS PER MONTH: 140 HOURS PER MONTH DURING TRADING HOURS: 140 WEBSITE ADDRESS: WWW.ASPECT-PARTNERS.COM 2) MONTCALM PROPERTIES LLC 8500 EXECUTIVE PARK AVE, SUITE 400 FAIRFAX, VA 22031 CATEGORY: REAL ESTATE MANAGEMENT INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: MAINTAINS RENTAL PROPERTY START DATE: 12/2010 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 3) DRUID HILL PROPERTIES, LLC 8500 EXECUTIVE PARK AVE, SUITE 400 FAIRFAX, VA 22031 CATEGORY: REAL ESTATE MANAGEMENT, RENTAL, OR DEVELOPMENT INVESTMENT RELATED: YES TITLE: MANAGER/OWNER DUTIES: DEVELOPING AND RENTING RESIDENTIAL RENTAL PROPERTIES START DATE: 12/1/2019 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 4) EAKIN PARK PROPERTIES, LLC 8500 EXECUTIVE PARK AVE, SUITE 400 FAIRFAX, VA 22031 CATEGORY: REAL ESTATE MANAGEMENT, RENTAL, OR DEVELOPMENT INVESTMENT RELATED: YES TITLE: MANAGER/OWNER DUTIES: DEVELOPING AND RENTING RESIDENTIAL RENTAL PROPERTIES START DATE: 12/1/2019 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 5) Almanack Investment Partners LLC 656 E Swedesford Rd #301, Wayne, PA 19087 Category: Registered Investment Advisor Investment Related: Yes Title: Investment Advisor Representative Duties: Soliciting and servicing clients, investment management Start Date: 07/22/2020 Hours per month: 160 Hours per month during trading hours: 160 6) Life and disability insurance sales 2677 Prosperity Ave. Suite 380 Fairfax, VA 22031 Category: life and disability insurance Investment related: No Title: Agent Duties: selling and serving life and disability insurance Start Date: 01/01/1998 Hours per month: 4 Hours per month during trading hours: 4
CRS (Client Relationship Summary) - RIA
Click below to view Bard Daniel Malovany's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
November 7, 2022 - Present
ASPECT PARTNERS, LLC
Office #1: 2677 Prosperity Ave Suite 380, Fairfax, VA 22031RIA
CRD#: 307273
FAIRFAX, VA
Current
July 24, 2020 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 2677 Prosperity Ave. Suite 380, Fairfax, VA 22031RIA
BD
CRD#: 120222
Fairfax, VA
Past
July 29, 2020 - December 31, 2022
ALMANACK INVESTMENT PARTNERS
RIA
CRD#: 282428
Fairfax, VA
Past
December 2, 2003 - July 27, 2020
OSAIC FA, INC.
RIA
CRD#: 3978
Fairfax, VA
Past
November 28, 2003 - May 26, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
November 28, 2003 - July 27, 2020
OSAIC FA, INC.
BD
CRD#: 3978
Fairfax, VA
Past
November 20, 1998 - December 2, 2003
ADVANTAGE CAPITAL CORPORATION
RIA
CRD#: 146
ANNANDALE, VA
Past
December 11, 1996 - December 2, 2003
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AP
ASPECT PARTNERS, LLC
ASPECT LABS | ASPECT PARTNERS, LLC | ASPECT PARTNERS
CRD#: 307273 / SEC#: 801-126851
RIA
Registered Investment Advisory firm - (11/7/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/24/2020)
RR
Colorado(1/24/2025)
RR
Connecticut(7/24/2020)
RR
Delaware(12/8/2021)
RR
District of Columbia(7/24/2020)
RR
Florida(7/24/2020)
RR
Georgia(7/24/2020)
RR
Kentucky(3/20/2025)
RR
Maryland(7/24/2020)
RR
Massachusetts(6/16/2021)
RR
Michigan(7/24/2020)
RR
Nevada(3/12/2025)
RR
New Jersey(7/24/2020)
RR
New Mexico(7/24/2020)
RR
New York(7/24/2020)
RR
North Carolina(7/24/2020)
RR
Pennsylvania(7/24/2020)
RR
South Carolina(8/4/2020)
RR
Tennessee(1/14/2022)
RR
Texas(7/24/2020)
IAR
Texas(11/7/2022)
RR
Virginia(7/24/2020)
IAR
Virginia(1/1/2023)
RR
Washington(12/8/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 72
Date: 1/2/2023
Government Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 12/13/1995
Non-Member General Securities ExaminationSRO Registrations
RR
FINRA
Current Firm
AP
ASPECT PARTNERS, LLC
ASPECT LABS | ASPECT PARTNERS, LLC | ASPECT PARTNERS
CRD#: 307273 / SEC#: 801-126851
RIA
Registered Investment Advisory firm - (11/7/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2677 Prosperity Ave Suite 380, Fairfax, VA 22031
Mailing Address
Phone number
(703) 916-8400
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 947 |
| AUM (Assets Under Management) | $ 351,911,476 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
