AdFi
BA

Brian Alexander Crane

Investment Adviser Representative at Tortoise Investment Management, LLC

White Plains, NYCRD #7634853Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brian Alexander Crane is an investment adviser representative with Tortoise Investment Management, LLC in White Plains, NY, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Connecticut and New York.

Office

2 Westchester Park Drive, Suite 215
White Plains, NY 10604

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Connecticut, New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/10/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Tortoise Investment Management, LLCCurrent
12/12/2022 – White Plains, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Tortoise Investment Management, LLC
    Jul 2022 – no end date reportedWhite Plains, NY
  2. Williams College
    Feb 2020 – Dec 2021Williamstown, MA
  3. Spring Street Market
    Apr 2022 – Apr 2022Williamstown, MA
  4. Bedford Golf & Tennis Club
    May 2016 – Sep 2020Bedford, NY
  5. Empire Swim School
    Sep 2016 – Jun 2018Tarrytown, NY
  6. Williams College
    Sep 2018 – Jun 2022Williamstown, MA
  7. John Jay High School
    Sep 2014 – Jun 2018Cross River, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Tortoise Investment Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
15
Offices listed on AdvisorFinder:
1
Main office:
White Plains, NY
SEC file number:
801-65160

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 27, 2026

View full firm profile

Other advisors at Tortoise Investment Management, LLC

Showing 12 of 15 in the directory

View Tortoise Investment Management, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Alexander Crane has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brian Alexander Crane (Tortoise Investment Management)