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Joseph Gene Rossetti

Tortoise Investment Management, LLC

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About Joseph Gene Rossetti

Joseph Rossetti is a registered Investment Advisor Representative with Tortoise Investment Management, LLC. Joseph has been with Tortoise Investment Management, LLC since July 2022. Joseph has passed the Uniform Investment Adviser Law Examination (Series 65) and is currently licensed in Connecticut and New York. Joseph is a specialist in providing financial planning services and portfolio management for individuals. Joseph has a history of working in the financial services industry.

Firm Information

Joseph Rossetti 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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Joseph Rossetti’s Registration & Firm History

NY

12/19/2022 - Present

Tortoise Investment Management, LLC (WHITE PLAINS NY)

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Licenses & Designations

IA

Issued 12/19/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Gene Rossetti.
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