Inactive

Jacob Richard Lambert

Tortoise Investment Management, LLC

White Plains, NY

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Current Employers

Tortoise Investment Management, Llc

2 Westchester Park Drive Suite 215, White Plains, NY 10604 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2024-11-15
NY	RA	APPROVED	2021-09-03

CT RA
APPROVED

Since 2024-11-15
NY RA
APPROVED

Since 2021-09-03

Branch Locations

Stamford, CT • United States

2 Westchester Park Drive Suite 215, White Plains, NY 10604 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Tortoise Investment Management, Llc	White Plains	NY	07/2019	Present
University Of Connecticut School Of Business	Storrs	CT	05/2018	05/2019
Tortoise Investment Management, Llc	White Plains	NY	06/2018	08/2018
Grille 86	Storrs	CT	01/2018	05/2018
Sikorsky Aircraft Corporation	Shelton	CT	06/2017	08/2017
Vroom Service	Brookfield	CT	01/2015	09/2016
Unemployed	Newtown	CT	09/2016	06/2017
Unemployed	Storrs	CT	08/2017	01/2018

07/2019 → Present

Tortoise Investment Management, Llc

White Plains, NY
05/2018 → 05/2019

University Of Connecticut School Of Business

Storrs, CT
06/2018 → 08/2018

Tortoise Investment Management, Llc

White Plains, NY
01/2018 → 05/2018

Grille 86

Storrs, CT
06/2017 → 08/2017

Sikorsky Aircraft Corporation

Shelton, CT
01/2015 → 09/2016

Vroom Service

Brookfield, CT
09/2016 → 06/2017

Unemployed

Newtown, CT
08/2017 → 01/2018

Unemployed

Storrs, CT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-09-03

S65 Uniform Investment Adviser Law Examination

2021-09-03

Designations

View on SEC IAPD

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