Bard Malovany has been Owner & Principal of Aspect Partners since November 2022, is a control person of the firm and directly owns 75% or more of it. Bard Malovany holds a Certificate in Financial Planning from Florida Institute of Technology.
Aspect Partners, LLC is a Fairfax, VA firm with $418M under management, 287 clients and 5 advisers across 2 offices, as of its April 2026 filing.
Bard Malovany is Principal, Director of Investments of Aspect Partners, based in Fairfax, Virginia. He works to translate the academic and theoretical aspects of investment management into practical solutions and to build financial planning strategies for clients. He left a small financial advisory firm to join his now-retired partner, Peter, in starting the practice.
Bard Malovany’s longest registration was 16 years at Lincoln Financial Advisors Corporation (2003–2020). Before joining Aspect Partners in 2022, Bard Malovany was registered through Almanack Investment Partners and Lincoln Financial Advisors Corporation.
- Aspect Partners, LLCCurrent– present · 3 yearsFairfax, VA · Adviser representative · Firm CRD 307273
- Almanack Investment Partners– · 2 yearsFairfax, VA · Adviser representative · Firm CRD 282428
- Lincoln Financial Advisors Corporation– · 16 yearsFairfax, VA · Adviser representative · Firm CRD 3978
- Advantage Capital Corporation– · 5 yearsAnnandale, VA · Adviser representative · Firm CRD 146
Professional designations
Listed by Aspect Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Business Exit Consultant
Investment adviser representative registrations
Bard Malovany is registered as an investment adviser representative in 2 states. The first approvals date from November 2022; the most recent is Virginia, in January 2023.
- TexasSince 7 November 2022
- VirginiaSince 1 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 72 | Government Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 December 1996 |
| Series 7 | General Securities Representative Examination | 10 December 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 February 1996 |
| Series 2 | Non-Member General Securities Examination | 13 December 1995 |
- Name
- Government Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
- Full name
- Bard Daniel Malovany
- CRD
- 2694395
- Firm
- Aspect Partners · CRD 307273
- Role
- Owner & Principal
- Office
- 2677 PROSPERITY AVE, SUITE 380, Fairfax, VA 22031
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- aspect-partners.com
Where does Bard Malovany work?
Bard Malovany has been Owner & Principal of Aspect Partners, LLC since November 2022, and is a control person of the firm.
Is Bard Malovany a financial advisor?
Yes. Bard Malovany has a current investment-adviser registration in Texas and Virginia, through Aspect Partners since November 2022.
How many years of experience does Bard Malovany have?
Bard Malovany has 29 years in the financial industry, since December 1996, across 4 adviser firms.
What exams has Bard Malovany passed?
Bard Malovany has passed 5 licensing exams: the Series 2, Series 65, Series 7, Series 63 and Series 72. The earliest, the Series 2, was passed in December 1995. FINRA credited Bard Malovany with the SIE, which began in October 2018.
Where did Bard Malovany work before Aspect Partners?
Before Aspect Partners, Bard Malovany was registered through Lincoln Financial Advisors Corporation, December 2003 to July 2020; Advantage Capital Corporation, November 1998 to December 2003.
Where is Bard Malovany based?
Bard Malovany’s registered office is in Fairfax, VA.
Is Bard Malovany registered with FINRA?
Yes. Bard Malovany has a current broker registration, under CRD 2694395.
Source: FINRA BrokerCheck
Is Bard Malovany a CFP?
Aspect Partners lists Bard Malovany with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bard Malovany’s record?
Search CRD 2694395 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Bard Malovany’s full registration record.