Gregory HaendelCRD Number: 3092990
Current Firm: Tortoise Credit Strategies, LLC
Gregory Haendel (CRD# 3092990) is an Investment Advisor Representative working at Tortoise Credit Strategies, LLC in Los Angeles, CA and has over 21 years of experience in the finance industry.
Fried Asset Management, Inc.
Penniall & Associates
|Tortoise Credit Strategies, LLC||Leawood, KS||Jun 2016 - Current||3|
|Bradford & Marzec, LLC||Los Angeles, CA||Feb 2014 - Jun 2016||2|
|Columbia Management||Boston, MA||Dec 2013 - Feb 2014||< 1|
|First Western Capital Management||Losa Angeles, CA||Jan 2013 - Nov 2013||< 1|
|Aegon Usa Investment||Los Angeles, CA||Feb 2011 - Dec 2012||1|
|Transamerica Investment Mgt||Los Angeles, CA||Jul 2003 - Feb 2011||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
Total Assets Under Management3,270MILLIONS
Total Number of Accounts596ACCOUNTS
Average Account Value$5,487,412
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, MI, NC, NE, NH, NJ, NY, OH, PA, PR, SC, TX, VA
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