Joseph Rossetti
Tortoise Investment Management · New York, New York
Joseph Rossetti is a fee-only financial advisor at Tortoise Investment Management in New York, 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 | New York, 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 · CRD 7130612 |
| Exams passed | Series 65 (2022) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.tortoiseinvestment.com |
How Joseph'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 Joseph
Is Joseph Rossetti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, Tortoise Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Joseph Rossetti based?
Joseph Rossetti is based in New York, New York.
Is Joseph Rossetti registered with the SEC?
Yes. Joseph Rossetti is registered as an investment adviser representative in NY (CRD 7130612), 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 Joseph Rossetti?
Through Joseph'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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