Vicki Crisalli
Tortoise Investment Management · White Plains, New York
Vicki Crisalli is a fee-only financial advisor at Tortoise Investment Management in White Plains, New York, who holds the CFA 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 | White Plains, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.07B across 3,029 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 4724341 |
| Exams passed | Series 63 (2008) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.tortoiseinvestment.com |
How Vicki'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 Vicki
Is Vicki Crisalli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vicki 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 Vicki charge for financial advice?
Vicki's firm, Tortoise Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Vicki Crisalli based?
Vicki Crisalli is based in White Plains, New York.
What credentials does Vicki Crisalli hold?
Vicki Crisalli holds the CFA credential.
Is Vicki Crisalli registered with the SEC?
Yes. Vicki Crisalli is registered as an investment adviser representative in NY (CRD 4724341), 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 Vicki Crisalli?
Through Vicki'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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