Tyler McArdle has been an investment adviser representative at Aspect Partners since November 2022, and is not listed among the firm’s executive officers or direct owners. Tyler McArdle holds a Degree in Economics and Psychology (double major) from the University of Virginia.
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.
Tyler McArdle is Portfolio Manager of Aspect Partners, based in Fairfax, Virginia. He helps manage clients' portfolios and oversees all client accounts to ensure they are consistent with their desired strategy, taking into account portfolio allocation and tax impact. As part of the Investment Committee, he helps develop the firm's asset allocation models and tactical strategies and monitors investment selection.
Tyler McArdle’s longest registration is the current one, 6 years at Private Client Services, LLC since 2020. Before joining Aspect Partners in 2022, Tyler McArdle was registered through Almanack Investment Partners and Lincoln Financial Advisors Corporation.
- Aspect Partners, LLCCurrent– present · 3 yearsCharleston, SC · Adviser representative · Firm CRD 307273
- Almanack Investment Partners– · 2 yearsFairfax, VA · Adviser representative · Firm CRD 282428
- Private Client Services, LLCAlso current– present · 6 yearsCharleston, SC · Adviser representative and broker · Firm CRD 120222
- Lincoln Financial Advisors Corporation– · under a yearFairfax, VA · Adviser representative · Firm CRD 3978
Investment adviser representative registrations
Tyler McArdle is registered as an investment adviser representative in 2 states. The first approvals date from November 2022; the most recent is South Carolina, in January 2023.
- South CarolinaSince 11 January 2023
- VirginiaSince 28 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 June 2020 |
| Series 7TO | General Securities Representative Examination | 7 August 2019 |
| SIE | Securities Industry Essentials Examination | 18 March 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Tyler Shawn McArdle
- CRD
- 6922799
- Firm
- Aspect Partners · CRD 307273
- Office
- Charleston, SC
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- aspect-partners.com
Where does Tyler McArdle work?
Tyler McArdle is an investment adviser representative registered through Aspect Partners, LLC since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Tyler McArdle a financial advisor?
Yes. Tyler McArdle has a current investment-adviser registration in South Carolina and Virginia, through Aspect Partners since November 2022.
How many years of experience does Tyler McArdle have?
Tyler McArdle has 7 years in the financial industry, since August 2019, across 4 adviser firms.
What exams has Tyler McArdle passed?
Tyler McArdle has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2019.
Where did Tyler McArdle work before Aspect Partners?
Before Aspect Partners, Tyler McArdle was registered through Almanack Investment Partners, July 2020 to November 2022; Lincoln Financial Advisors Corporation, July 2020 to July 2020.
Where is Tyler McArdle based?
Tyler McArdle’s registered office is in Charleston, SC.
Is Tyler McArdle registered with FINRA?
Yes. Tyler McArdle has a current broker registration, under CRD 6922799.
Source: FINRA BrokerCheck
How can I verify Tyler McArdle’s record?
Search CRD 6922799 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Tyler McArdle’s full registration record.
