# Patricia Acipreste

> Patricia Acipreste is a fee-only financial advisor at Tortoise Investment Management in White Plains, New York, who holds the CFP credential. Tortoise Investment Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Tortoise Investment Management
- **Based in:** White Plains, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.07B across 3,029 accounts
- **Credentials:** CFP
- **CRD:** 7403580 (https://adviserinfo.sec.gov/individual/summary/7403580)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** https://www.tortoiseinvestment.com

## Frequently asked questions

### Is Patricia Acipreste a fee-only financial advisor?

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

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

### Where is Patricia Acipreste based?

Patricia Acipreste is based in White Plains, New York.

### What credentials does Patricia Acipreste hold?

Patricia Acipreste holds the CFP credential.

### Is Patricia Acipreste registered with the SEC?

Yes. Patricia Acipreste is registered as an investment adviser representative in NY (CRD 7403580), 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 Patricia Acipreste?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7403580): 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

---

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