Claudia Cantin
Tortoise Investment Management · White Plains, New York
Claudia Cantin is a fee-only financial advisor at Tortoise Investment Management in White Plains, New York. Tortoise Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Tortoise Investment Management |
|---|---|
| Based in | White Plains, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.07B across 3,029 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 7806561 |
| Exams passed | Series 65 (2023) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.tortoiseinvestment.com |
How Claudia's firm compares
- Tortoise Investment Management's average account is about $683,000, from its Form ADV (assets managed divided by 3,029 accounts).
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Questions about Claudia
Is Claudia Cantin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Claudia holds no broker registration, and Tortoise Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Claudia charge for financial advice?
Claudia's firm, Tortoise Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Claudia Cantin based?
Claudia Cantin is based in White Plains, New York.
Is Claudia Cantin registered with the SEC?
Yes. Claudia Cantin is registered as an investment adviser representative in NY and TX (CRD 7806561), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tortoise Investment Management manage?
Tortoise Investment Management reports $2.07B across 3,029 accounts in assets under management.
How do I contact Claudia Cantin?
Through Claudia's website, www.tortoiseinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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