Patricia Kellen Acipreste
Investment adviser representative at Tortoise Investment Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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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
12 years in the industry.
- Tortoise Investment Management, LLCSep 2018 to now
- UnemployedMay 2018 to Sep 2018
- Binghamton UniversitySep 2014 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7403580
- Firm CRD
- 128723