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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Douglas Fitch is an investment advisor representative at Tortoise Investment Management, LLC. Stephen has been in the industry since September 2021. Stephen holds the Series 65 license, and is registered as an investment advisor in New York. Stephen is affiliated with Tortoise Investment Management, LLC's White Plains, NY branch office. Stephen has experience with individuals, high net worth individuals, and pension and profit-sharing plans.
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
12/09/2022 - Present
Tortoise Investment Management, LLC (WHITE PLAINS NY)
IA
Issued 12/09/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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