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Claudia Violette Cantin

Tortoise Investment Management, LLC

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About Claudia Violette Cantin

Claudia Violette Cantin is a registered investment advisor representative at Tortoise Investment Management, LLC. Claudia has been with Tortoise since June 2022 and works out of the White Plains office. Claudia is registered in New York and Texas. Prior to joining Tortoise Investment Management, LLC, Claudia has held roles at Williams College, Y-Landing Marina, Cantin Chevrolet, Gilford Middle School, Holderness School, and Burke Mountain Academy. Claudia has taken the Series 65 exam.

Firm Information

Claudia Cantin 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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Claudia Cantin’s Registration & Firm History

NY

11/13/2023 - Present

Tortoise Investment Management, LLC (WHITE PLAINS NY)

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Licenses & Designations

IA

Issued 11/13/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Claudia Violette Cantin.
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