Lindsey A. Vardi

ASPECT PARTNERS

FAIRFAX, VA 22031

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CRD#: 5733866

Professional summary

Lindsey Andrea Vardi, who also goes by Lindsey Andrea Melton, is a registered financial advisor currently at ASPECT PARTNERS, LLC located in Fairfax, Virginia and PRIVATE CLIENT SERVICES, LLC located in Fairfax, Virginia.

Lindsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Lindsey has worked at 8 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lindsey Andrea Melton

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) NOTARY. 2677 Prosperity Ave., Suite 380, Fairfax, VA 22031. FINANCIAL PLANNING FIRM. NOTARIZING CLIENT DOCUMENTS AS NEEDED. 1 HR/MO 1 DURING TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Andrea Vardi's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 28, 2022 - Present

ASPECT PARTNERS, LLC

Office #1: 2677 Prosperity Ave Suite 380, Fairfax, VA 22031

RIA

CRD#: 307273

FAIRFAX, VA

Current

July 24, 2020 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 2677 Prosperity Ave. Suite 380, Fairfax, VA 22031

RIA

CRD#: 120222

Fairfax, VA

Past

July 29, 2020 - November 28, 2022

ALMANACK INVESTMENT PARTNERS

RIA

CRD#: 282428

Fairfax, VA

Past

October 23, 2014 - July 24, 2020

OSAIC FA, INC.

RIA

CRD#: 3978

Fairfax, VA

Past

October 23, 2014 - July 24, 2020

OSAIC FA, INC.

CRD#: 3978

Fairfax, VA

Past

May 29, 2014 - October 22, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

RESTON, VA

Past

May 29, 2014 - October 22, 2014

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

RESTON, VA

Past

April 17, 2012 - June 5, 2014

OSAIC FA, INC.

RIA

CRD#: 3978

VIENNA, VA

Past

April 16, 2012 - June 5, 2014

OSAIC FA, INC.

CRD#: 3978

VIENNA, VA

Past

January 28, 2011 - March 21, 2012

WILBANKS SECURITIES ADVISORY

RIA

CRD#: 118304

OKLAHOMA CITY, OK

Past

January 21, 2011 - March 21, 2012

WILBANKS SECURITIES, INC.

CRD#: 40673

OKLAHOMA CITY, OK

Past

September 21, 2010 - January 24, 2011

FIRST INDEPENDENT FINANCIAL SERVICES, INC.

CRD#: 128904

OKLAHOMA CITY, OK

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".

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.

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

Virginia
(7/24/2020)

IAR

Virginia
(11/28/2022)

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

State Security Law Exam

IAR

Series 66

Date: 1/11/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/18/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ASPECT PARTNERS, LLC

ASPECT LABS | ASPECT PARTNERS, LLC | ASPECT PARTNERS

CRD#: 307273 / SEC#: 801-126851

RIA

Registered Investment Advisory firm - (11/7/2022 Approved)

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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

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (10/6/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Lindsey A. Vardi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Andrea Vardi's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

ALMANACK INVESTMENT PARTNERS

OSAIC FA, INC.

OSAIC FA, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

OSAIC FA, INC.

OSAIC FA, INC.

WILBANKS SECURITIES ADVISORY

WILBANKS SECURITIES, INC.

FIRST INDEPENDENT FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ASPECT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/11/2011

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2010

Series 24

Date: 12/18/2011

FINRA

Current Firm

ASPECT PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASPECT PARTNERS, LLC

TRUST BUT VERIFY

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