Stephen
Fitch

Tortoise Investment Management, LLC

CRD#7634946
Investment Advisor
in West Harrison, NY

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About this Advisor

Stephen Fitch is a financial advisor based in West Harrison, New York, working with Tortoise Investment Management, LLC. Stephen has previously held positions at Tortoise Investment Management, LLC, Carleton College, and Nikola Tesla Stem High School. Stephen has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Stephen 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 a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services 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

Stephen Fitch Work History

2021 - Present (4 years)

Tortoise Investment Management, LLC

2017 - 2021 (4 years)

Carleton College

2013 - 2017 (4 years)

Nikola Tesla Stem High School

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Stephen Fitch 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
Claudia Cantin
West Harrison, NY
Christopher Rossetti
West Harrison, NY
Andrea Turley
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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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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