Investment adviser representative · Tortoise Investment Management, LLC
Vicki E. Crisalli
CRD 4724341 · White Plains, NY
At a glance
Vicki E. Crisalli is an investment adviser representative with Tortoise Investment Management, LLC in White Plains, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Vicki’s SEC record dates to 2021, about 5 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Tortoise Investment Management, LLCSince August 2021White Plains, NY · $2.1B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Vicki’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.