Andrew
Barber

Tortoise Investment Management, LLC

CRD#7401199
Investment Advisor
in West Harrison, NY

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About this Advisor

Andrew Barber is a financial advisor based in West Harrison, New York, working with Tortoise Investment Management, LLC. Andrew has previously held positions at Tortoise Investment Management, LLC, Tufts University, Ridge Top Club, Ellington Management Group, and Hopkins School. Andrew has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Andrew is part of Tortoise Investment Management, LLC, which operates out of West Harrison, New York. The firm has 18 employees and manages assets totaling $1.5 billion. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Tortoise Investment Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2 Westchester Park Drive Suite 215
West Harrison, NY 10604

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Tortoise Investment Management, LLC Brokerage Details

Total Assets Under Management

$1,461,211,898

NY Average: $7,464,549,021
Total Number of Employees

18

NY Average: 88
Total Number of Accounts

2,685

NY Average: 3,892
Average Account Size

$544,213

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Andrew Barber Work History

2020 - Present (4 years)

Tortoise Investment Management, LLC

2018 - 2018 (< 1 year)

Ellington Management Group

2017 - 2017 (< 1 year)

Ellington Management Group

2016 - 2020 (4 years)

Tufts University

2016 - 2016 (< 1 year)

Ridge Top Club

2015 - 2016 (1 year)

Ellington Management Group

2009 - 2015 (6 years)

Hopkins School

Disclosures

Please visit the SEC profile of Andrew Barber 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 Tortoise Investment Management, LLC

Joseph Rossetti
West Harrison, NY
Tessa Shore
West Harrison, NY
Jacob Lambert
West Harrison, NY
Patricia Acipreste
West Harrison, NY
Brian Crane
West Harrison, NY
Andrea Turley
West Harrison, NY
Claudia Cantin
West Harrison, NY
Christopher Rossetti
West Harrison, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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