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 11 - 16 of 16 top financial advisors.
11
Jacob Lambert, financial advisor White Plains NY
Jacob R. Lambert
CRD#: 7389858
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Jacob Lambert (CRD# 7389858) 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.

12
Andrea Remec, financial advisor White Plains NY
Andrea K. Remec
CRD#: 7389764
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Andrea Remec (CRD# 7389764) 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.

13
Christopher Rossetti, financial advisor White Plains NY
Christopher J. Rossetti
CRD#: 7369035
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Christopher Rossetti (CRD# 7369035) 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.

14
Joseph Rossetti, financial advisor White Plains NY
Joseph G. Rossetti
CRD#: 7130612
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Joseph Rossetti (CRD# 7130612) 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.

15
Tessa Shore, financial advisor White Plains NY
Tessa M. Shore
CRD#: 7227012
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Tessa Shore (CRD# 7227012) 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.

16
Justin Singer, financial advisor White Plains NY
Justin S. Singer
CRD#: 4706954
2 Westchester Park Drive, Suite 215, White Plains, NY 10604

Justin Singer (CRD# 4706954) 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.

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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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