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Julia Elizabeth Zaino

SPECTRA INVESTMENT MANAGEMENT, LLC·STUART, Florida
Unclaimed Profile
401 SE OSCEOLA STREET, STUART, FL 34994CRD# 7069103Firm CRD# 288145
01

About

Julia Elizabeth Zaino 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
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7069103
Firm CRD# 288145
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julia Elizabeth Zaino offer?
Julia Elizabeth Zaino specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STUART, Florida for a consultation.
What are Julia Elizabeth Zaino's credentials?
Julia Elizabeth Zaino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julia Elizabeth Zaino located?
Julia Elizabeth Zaino 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 Julia Elizabeth Zaino charge for services?
Julia Elizabeth Zaino'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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Marc Leon Rittersporn — INTEGRITT INVESTMENT MANAGEMENT LLCKimberly Ann Martin — STRATEGIC WEALTH MANAGEMENT GROUP, INC.Stephen Mark Roegiers — STRATEGIC WEALTH MANAGEMENT GROUP, INC.Gene Bradley Goldin — STRATEGIC WEALTH MANAGEMENT GROUP, INC.Michael Henry Pruner — WEST MOUNTAIN, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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