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Tessa Mia Shore

Investment adviser representative at Tortoise Investment Management, LLC
11 yearsExperience
2 statesRegistered in
$2.1BFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Tortoise Investment Management, LLCJan 2019 to now
  2. Tortoise Investment Management, LLCMay 2015 to Dec 2018

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Tortoise Investment Management, LLC

$2.1BAssets managed
504Clients
15Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7227012
Firm CRD
128723
Advisor's SEC record (opens in a new tab)
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