Tortoise Investment Management, LLC

Tortoise Investment Management, LLC (CRD# 128723) is a financial advisory firm headquartered in White Plains, NY. They manage $1,461,211,898 in 2,685 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
2 Westchester Park Drive, Suite 215, White Plains, NY 10604
https://www.tortoiseinvestment.com
By the Numbers
  • Total Assets Under Management
    1,461
    MILLION
  • Total Number of Accounts
    2,685
    ACCOUNTS
  • Average Account Value
    $544,213
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, IL, MA, MD, NH, NJ, NY, PA, TX, VA, WA

Financial Advisors at Tortoise Investment Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Patricia Acipreste, financial advisor White Plains NY
Patricia K. Acipreste
CRD#: 7403580
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Patricia Acipreste (CRD# 7403580) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has 1 year of experience in the finance industry.

2
Andrew Barber, financial advisor White Plains NY
Andrew C. Barber
CRD#: 7401199
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Andrew Barber (CRD# 7401199) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has over 2 years of experience in the finance industry.

3
Brendan Blaney, financial advisor White Plains NY
Brendan J. Blaney
CRD#: 7401331
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Brendan Blaney (CRD# 7401331) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has 1 year of experience in the finance industry.

4
Claire Brennan, financial advisor White Plains NY
Claire O. Brennan
CRD#: 7401344
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Claire Brennan (CRD# 7401344) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has 1 year of experience in the finance industry.

5
Claudia Cantin, financial advisor White Plains NY
Claudia V. Cantin
CRD#: 7806561
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Claudia Cantin (CRD# 7806561) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has 1 year of experience in the finance industry.

6
Brian Crane, financial advisor White Plains NY
Brian A. Crane
CRD#: 7634853
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Brian Crane (CRD# 7634853) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has 1 year of experience in the finance industry.

7
Vicki Crisalli, financial advisor White Plains NY
Vicki E. Crisalli
CRD#: 4724341
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Vicki Crisalli (CRD# 4724341) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has over 15 years of experience in the finance industry.

8
Michael Dellamedaglia, financial advisor White Plains NY
Michael G. Dellamedaglia
CRD#: 7389978
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Michael Dellamedaglia (CRD# 7389978) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has 1 year of experience in the finance industry.

9
Stephen Fitch, financial advisor White Plains NY
Stephen D. Fitch
CRD#: 7634946
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Stephen Fitch (CRD# 7634946) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has 1 year of experience in the finance industry.

10
Daniel Gold, financial advisor White Plains NY
Daniel I. Gold
CRD#: 7401376
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Daniel Gold (CRD# 7401376) is an Investment Advisor Representative working at Tortoise Investment Management, LLC in White Plains, NY and has over 2 years of experience in the finance industry.

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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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