Jacob Lambert
Tortoise Investment Management · Stamford, Connecticut
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.
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Facts
| Firm | Tortoise Investment Management |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.07B across 3,029 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, NY · CRD 7389858 |
| Exams passed | Series 65 (2021) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.tortoiseinvestment.com |
How Jacob'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 Jacob
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.
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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