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Matthew Gregory Preston Sallee

TORTOISE CAPITAL ADVISORS, L.L.C.·OVERLAND PARK, Kansas
Clean record13 years registeredTORTOISE CAPITAL ADVISORS, L.L.C.
6363 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211-1938CRD# 6193390Firm CRD# 123711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Gregory Preston Sallee · OVERLAND PARK, KS
Registration
CRD #6193390 · TORTOISE CAPITAL ADVISORS, L.L.C. · 13 years registered
Brand Profile
Not yet started
01

Career History

TORTOISE CAPITAL ADVISORS, L.L.C.
May 2013 – present
02

Registrations & Exams

Registration record
First registered · May 15, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711 · SEC 801-61622
AUM
$6.9B
Regulatory assets under management
Employees
54
359 client accounts
Services offered by TORTOISE CAPITAL ADVISORS, L.L.C.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at TORTOISE CAPITAL ADVISORS, L.L.C. →
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05

Frequently Asked Questions

What services does Matthew Gregory Preston Sallee offer?
Matthew Gregory Preston Sallee specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Matthew Gregory Preston Sallee's credentials?
Matthew Gregory Preston Sallee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Gregory Preston Sallee located?
Matthew Gregory Preston Sallee is based in OVERLAND PARK, Kansas, working with TORTOISE CAPITAL ADVISORS, L.L.C.. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Matthew Gregory Preston Sallee charge for services?
Matthew Gregory Preston Sallee's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TORTOISE CAPITAL ADVISORS, L.L.C.?
TORTOISE CAPITAL ADVISORS, L.L.C. has approximately 54 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TORTOISE CAPITAL ADVISORS, L.L.C.

Brent Wayne Behrens
OVERLAND PARK, KS
CFA
Brian Alan Kessens
OVERLAND PARK, KS
Harold Kevin Birzer
OVERLAND PARK, KS
Robert Joseph Thummel
OVERLAND PARK, KS

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