John
Shanley

Aspect Partners, LLC

CRD#7129171
Investment Advisor
in Fairfax, VA

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About this Advisor

John Shanley is a financial advisor based in Fairfax, Virginia, working with Aspect Partners, LLC. John has previously held positions at Private Client Services, Aspect Partners Wealth Management, Obsidian Planning Solutions, Vanish Farmworks Brewery, Raspberry Falls Golf And Hunt Club, I9 Sports, and Full-Time Education. John has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia and Virginia. Currently, John is part of Aspect Partners, LLC, which operates out of Fairfax, Virginia. The firm has 1 office and 8 employees. The firm manages assets totaling $301.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Aspect Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8500 Executive Park Ave Suite 400
Fairfax, VA 22031

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Aspect Partners, LLC Brokerage Details

Total Assets Under Management

$301,695,505

VA Average: $1,835,309,194
Total Number of Employees

8

VA Average: 32
Total Number of Accounts

931

VA Average: 1,458
Average Account Size

$324,055

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

John Shanley Work History

2022 - Present (2 years)

Private Client Services

2021 - Present (3 years)

Aspect Partners Wealth Management

2021 - 2022 (1 year)

Private Client Services

2020 - 2020 (< 1 year)

Obsidian Planning Solutions

2020 - 2021 (1 year)

Full-Time Education

2019 - 2020 (1 year)

Full-Time Education

2018 - 2018 (< 1 year)

Vanish Farmworks Brewery

2018 - 2019 (1 year)

Full-Time Education

2017 - 2018 (1 year)

Full-Time Education

2016 - 2017 (1 year)

Raspberry Falls Golf And Hunt Club

2015 - 2015 (< 1 year)

I9 Sports

Disclosures

Please visit the SEC profile of John Shanley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aspect Partners, LLC

Lindsey Vardi
Fairfax, VA
Tyler Mcardle
Fairfax, VA
John Shanley
Fairfax, VA
Benjamin Seamans
Fairfax, VA
Bard Malovany
Fairfax, VA
Leahsa Mccaw
Fairfax, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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