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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Alexander Crane is an investment advisor representative with Tortoise Investment Management, LLC. Brian is registered with the state of New York as an Investment Advisor Representative. Brian's registration with the state of New York is approved and active. Brian has been a licensed investment advisor representative since July of 2022. Brian worked at Williams College in Williamstown, Massachusetts, from February 2020 until July 2022. Prior to working at Williams College, Brian worked at Spring Street Market in Williamstown, Massachusetts from April 2022 until July 2022. Brian has worked in various roles at Bedford Golf & Tennis Club, Empire Swim School and John Jay High School. Brian's specialties are "Portfolio Management for Individuals" and "Financial Planning".
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NY
12/12/2022 - Present
Tortoise Investment Management, LLC (WHITE PLAINS NY)
IA
Issued 12/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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