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Anthony Gaetano Lanza

SPECTRA INVESTMENT MANAGEMENT, LLC·STUART, Florida
Clean recordSPECTRA INVESTMENT MANAGEMENT, LLC
401 SE OSCEOLA STREET, STUART, FL 34994CRD# 6799852Firm CRD# 288145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Gaetano Lanza · STUART, FL
Registration
CRD #6799852 · SPECTRA INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anthony Gaetano Lanza is a registered financial advisor based in STUART, Florida, affiliated with SPECTRA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SPECTRA INVESTMENT MANAGEMENT, LLC
SPECTRA INVESTMENT MANAGEMENT, LLC
AUM
$220M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SPECTRA INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6799852
Firm CRD# 288145
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony Gaetano Lanza offer?
Anthony Gaetano Lanza specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STUART, Florida for a consultation.
What are Anthony Gaetano Lanza's credentials?
Anthony Gaetano Lanza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Gaetano Lanza located?
Anthony Gaetano Lanza is based in STUART, Florida, working with SPECTRA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the STUART metropolitan area and surrounding communities.
How does Anthony Gaetano Lanza charge for services?
Anthony Gaetano Lanza's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPECTRA INVESTMENT MANAGEMENT, LLC?
SPECTRA INVESTMENT MANAGEMENT, LLC has approximately 3 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SPECTRA INVESTMENT MANAGEMENT, LLC

Scott Alan Roads
STUART, FL
Julia Elizabeth Zaino
STUART, FL

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