Claire
Brennan

Tortoise Investment Management, LLC

CRD#7401344
Investment Advisor
in West Harrison, NY

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About this Advisor

Claire Brennan is a financial advisor based in West Harrison, New York with a total of 2 years of industry experience. Brennan is an employee of Tortoise Investment Management, LLC. Their career trajectory has included roles at Tortoise Investment Management, LLC, Haverford College and Glenmede Trust Company. Brennan can work in New York. Tortoise Investment Management, LLC is an advisory business that has its headquarters in West Harrison, NY. It administers $1 billion in assets among its 2,547 client accounts, placing it among the bigger firms in the nation by assets under management. Of its 2,547 client accounts, 67% are held by high-net-worth clients who have greater than $1 million in investable assets. The company has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually depend on which service is offered. Fee types billed by Tortoise Investment Management, LLC typically consist of asset-based fees.

Years Registered*

2 years

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

$1,236,582,769

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

18

NY Average: 88
Total Number of Accounts

2,547

NY Average: 3,892
Average Account Size

$485,506

NY Average: $1,917,921

Investment Advisory Services

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

Claire Brennan Work History

Claire has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Tortoise Investment Management, LLC

2015 - 2015 (< 1 year)

Glenmede Trust Company

2012 - 2016 (4 years)

Haverford College

*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 Claire Brennan 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

Claire Brennan
West Harrison, NY
Michael Dellamedaglia
West Harrison, NY
Tessa Shore
West Harrison, NY
Joseph Rossetti
West Harrison, NY
Vicki Crisalli
West Harrison, NY
Jacob Lambert
West Harrison, NY
Daniel Gold
West Harrison, NY
Andrea Remec
West Harrison, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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