# Jacob Lambert

> Jacob Lambert is a fee-only financial advisor at Tortoise Investment Management in Stamford, Connecticut, who holds the CFP credential. Tortoise Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-lambert/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tortoise Investment Management
- **Based in:** Stamford, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.07B across 3,029 accounts
- **Credentials:** CFP
- **CRD:** 7389858 (https://adviserinfo.sec.gov/individual/summary/7389858)
- **SEC registration:** Investment adviser representative in CT, NY
- **Exams passed:** Series 65 (2021)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** https://www.tortoiseinvestment.com

## Frequently asked questions

### Is Jacob Lambert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?

Jacob's firm, Tortoise Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jacob Lambert based?

Jacob Lambert is based in Stamford, Connecticut.

### What credentials does Jacob Lambert hold?

Jacob Lambert holds the CFP credential.

### Is Jacob Lambert registered with the SEC?

Yes. Jacob Lambert is registered as an investment adviser representative in CT and NY (CRD 7389858), 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 Jacob Lambert?

Through Jacob's website, www.tortoiseinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7389858): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.