Bard Daniel Malovany
CFP®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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bard Malovany
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
ASPECT LABS | ASPECT PARTNERS, LLC | ASPECT PARTNERS
Contact Information
Main Address
2677 Prosperity Ave Suite 380, Fairfax, VA 22031Phone Number
(703) 916-8400# of Employees
8SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
973AUM (Assets Under Management)
$418,184,288Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ASPECT LABS | ASPECT PARTNERS, LLC | ASPECT PARTNERS
State Registrations and Notice Filings
(7/24/2020)
(1/24/2025)
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(12/8/2021)
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(3/20/2025)
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(7/24/2020)
(11/7/2022)
(7/24/2020)
(1/1/2023)
(12/8/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 72 — Government Securities Representative Examination
Passed Jan 2023Series 2 — Non-Member General Securities Examination
Passed Dec 1995SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Bard Daniel Malovany's CRS (Customer Relationship Summary).
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