Tyler
Mcardle

Aspect Partners, LLC

CRD#6922799
Investment Advisor
in Fairfax, VA

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About this Advisor

Tyler Mcardle is a financial advisor who works in Fairfax, Virginia with 1 year of industry experience. Mcardle is an employee of Aspect Partners, LLC. Over the course of their career, Mcardle has held roles at Lincoln Financial Advisors, Aspect Partners, LLC, Virginia Beach United Methodist Church, University Of Virginia, Devil'S Backbone Brewing Co, First Colonial High School, Private Client Services and Almanack Investment Partners. Mcardle maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in South Carolina and Virginia. Aspect Partners, LLC is a firm operating out of Fairfax, VA. The investment advisory business has a total of eight financial advisors. It oversees $292 million in total assets among its 855 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 855 client accounts, 21% belong to high-net-worth clients who have more than $1 million in investable assets. Aspect Partners, LLC has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically depend on which service is offered. Fee types billed by Aspect Partners, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$291,521,951

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

8

VA Average: 32
Total Number of Accounts

855

VA Average: 1,458
Average Account Size

$340,961

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

Tyler Mcardle Work History

Tyler has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Aspect Partners, LLC

2020 - Present (4 years)

Private Client Services

2020 - 2022 (2 years)

Almanack Investment Partners

2019 - 2020 (1 year)

Lincoln Financial Advisors

2017 - 2017 (< 1 year)

Virginia Beach United Methodist Church

2016 - 2016 (< 1 year)

Devil'S Backbone Brewing Co

2015 - 2015 (< 1 year)

Virginia Beach United Methodist Church

2014 - 2014 (< 1 year)

Virginia Beach United Methodist Church

2013 - 2017 (4 years)

University Of Virginia

2013 - 2013 (< 1 year)

Virginia Beach United Methodist Church

2009 - 2013 (4 years)

First Colonial High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tyler Mcardle 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

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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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