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Claire Olivia Brennan

Tortoise Investment Management, LLC

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About Claire Olivia Brennan

Claire Olivia Brennan is an Investment Advisor Representative registered in New York. Claire is affiliated with Tortoise Investment Management, LLC. Claire has been in the industry since June 2016, and has experience at Tortoise Investment Management, LLC, Haverford College, and Glenmede Trust Company.

Firm Information

Claire Brennan is currently registered with Tortoise Investment Management, LLC. Tortoise Investment Management, LLC is an investment management firm headquartered in WHITE PLAINS, NY. The firm provides financial planning and portfolio management services to individuals and high net worth individuals. Tortoise Investment Management, LLC manages approximately $1.46 billion in assets and has over 16 investment advisor representatives.
Tortoise Investment Management, LLC

2 WESTCHESTER PARK DRIVE

WHITE PLAINS, NY 10604

$1.46B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Claire Brennan’s Registration & Firm History

NY

08/12/2021 - Present

Tortoise Investment Management, LLC (WHITE PLAINS NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Claire Olivia Brennan.
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