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SPECTRA INVESTMENT MANAGEMENT, LLC
SPECTRA INVESTMENT MANAGEMENT, LLC
STUART, Florida
·
3 registered advisors
·
CRD# 288145
SEC# 801-110258
1
(772) 324-5640
01
Firm Overview
AUM
$220M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SPECTRA INVESTMENT MANAGEMENT, LLC
3 registered advisors
Anthony Gaetano Lanza
STUART, Florida
CRD# 6799852
Julia Elizabeth Zaino
STUART, Florida
CRD# 7069103
Scott Alan Roads
STUART, Florida
CRD# 6773684
05
Office Locations
STUART, Florida
3 advisors
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Data sourced from SEC Form ADV filings. SPECTRA INVESTMENT MANAGEMENT, LLC (CRD# 288145) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.