RIA Intelligence

SPECTRA INVESTMENT MANAGEMENT, LLC

CRD #288145 SEC #801-110258 STUART, FL (772) 324-5640
SEC Registered
Total AUM
$243.7M
Discretionary
$230.2M
Employees
3
Clients
0
Accounts
125

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Roads, Scott, AlanIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERE Control
Roads, Scott, AlanIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
Roads, Scott, AlanIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
Roads, Scott, AlanIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
Roads, Scott, AlanIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
Roads, Scott, AlanIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Roads, Scott, AlanIMANAGING MEMBERE Control
Lanza, Anthony, GaetanoIMEMBERB
Lanza, Anthony, GaetanoIMEMBERB
Lanza, Anthony, GaetanoIMEMBERB
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control
Zaino, Julia, ElizabethIMEMBER/CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (3)

CA FL TX

Address

401 SE OSCEOLA STREET
SUITE 202
STUART, FL 34994
United States
Phone: (772) 324-5640