linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Oleh Shostak

Tortoise Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Oleh? Claim Your Profile

About Oleh Shostak

Oleh Shostak is an investment advisor representative at Tortoise Investment Management, LLC. Oleh has been in the industry since June 2024. The advisor's areas of expertise include Financial Planning and Portfolio Management for Individuals. Oleh's registrations are currently active in New York.

Firm Information

Oleh Shostak 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.

check

financial planning services

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Oleh Shostak’s Registration & Firm History

NY

12/09/2024 - Present

Tortoise Investment Management, LLC (WHITE PLAINS NY)

Not sure if Oleh Shostak is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Oleh Shostak.
Not sure if Oleh Shostak is right for you?