Michael
Pappas

Tortoiseecofin Investments Partners, LLC

CRD#5163527
Investment Advisor
in Wayland, MA

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About this Advisor

Michael Pappas is a chartered financial analyst operating in Wayland, Massachusetts who has 7 years of relevant experience. Pappas is currently employed by Tortoiseecofin Investments Partners, LLC. Their career trajectory has included roles at John Hancock Funds, LLC, Manulife Asset Management (Us) LLC, John Hancock Distributors LLC, Montage Investments, Montage Securities, Tortoise Investment Partners, LLC and Tortoise Securities. Pappas holds Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Kansas. Tortoiseecofin Investments Partners, LLC is a registered investment company that has its headquarters in Leawood, KS. The advisory firm offers other services. Fees for financial advisory services vary depending on which services are provided. However, fee types charged by Tortoiseecofin Investments Partners, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years Registered*

7 years

Services Offered

Other

Fee Structure

Others

Office Location

Wayland, MA

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Tortoiseecofin Investments Partners, LLC Brokerage Details

Total Number of Employees

16

MA Average: 44

Investment Advisory Services

  • Other

Michael Pappas Work History

Michael has been registered as a financial advisor for 7 years.*

2017 - Present (7 years)

Tortoise Securities

2016 - Present (8 years)

Tortoise Investment Partners, LLC

2015 - 2016 (1 year)

Montage Investments

2015 - 2017 (2 years)

Montage Securities

2012 - 2015 (3 years)

John Hancock Distributors LLC

2010 - 2015 (5 years)

John Hancock Funds, LLC

2010 - 2015 (5 years)

Manulife Asset Management (Us) LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Pappas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tortoiseecofin Investments Partners, LLC

Mark Peterson
Leawood, KS
Brian Kilar
Palatine, IL
Kristin Blundo
Leawood, KS
Jennifer Wu
Leawood, KS
Alexis Pickard
Leawood, KS
Craig Fisher
Mission Hills, KS
Michael Mckeigue
Waban, MA
Matthew Fitzgerald
Leawood, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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