Spectra Investment Management, LLC

Spectra Investment Management, LLC (CRD# 288145) is a financial advisory firm headquartered in Stuart, FL. They manage $219,978,600 in 118 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
401 Se Osceola Street, Suite 202, Stuart, FL 34994
https://www.linkedin.com/company/spectrainvestmentmanagementllc/
By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $1,864,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Spectra Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Roads, financial advisor Stuart FL
Scott A. Roads
CRD#: 6773684
401 Se Osceola Street, Suite 202, Stuart, FL 34994

Scott Roads (CRD# 6773684) is an Investment Advisor Representative working at Spectra Investment Management, LLC in Stuart, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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