Tessa
Shore

Tortoise Investment Management, LLC

CRD#7227012
Investment Advisor
in West Harrison, NY

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About this Advisor

Tessa Shore is a financial advisor based in West Harrison, New York, working with Tortoise Investment Management, LLC. Tessa has previously held a position at Tortoise Investment Management, LLC and is registered to provide services in New York and Texas. Currently, Tessa 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 services and portfolio management for individuals and small businesses. The fee structure at Tortoise Investment Management, LLC includes asset-based fees.

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

Tessa Shore Work History

2019 - Present (5 years)

Tortoise Investment Management, LLC

2019 - 2019 (< 1 year)

Tortoise Investment Management, LLC

2015 - 2018 (3 years)

Tortoise Investment Management, LLC

2014 - 2015 (1 year)

Tortoise Investment Management, LLC

Disclosures

Please visit the SEC profile of Tessa Shore 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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