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Brett David Wright

TORTOISE CAPITAL ADVISORS, L.L.C.

OVERLAND PARK, KS

·CRD# 2344832·33 years experience

Professional Summary

Brett David Wright, who also goes by Brett D Wright, is a registered financial advisor currently at TORTOISE CAPITAL ADVISORS, L.L.C. located in Overland Park, Kansas and PINE DISTRIBUTORS LLC located in Overland Park, Kansas. Brett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Brett has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brett D Wright

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

TORTOISE CAPITAL ADVISORS, L.L.C.·CRD# 123711

RIA

5901 College Boulevard Suite 400, Overland Park, KS 66211-1861

December 8, 2025 - Present

PINE DISTRIBUTORS LLC·CRD# 323408

BD

5901 College Boulevard Suite 400, Overland Park, KS 66211

May 2, 2025 - Present

ALPS DISTRIBUTORS, INC.·CRD# 16853

BD

Port Chester, NY

April 18, 2023 - February 23, 2024

IVY DISTRIBUTORS, INC.·CRD# 16496

BD

Overland Park, KS

May 28, 2021 - September 6, 2022

DELAWARE DISTRIBUTORS, L.P.·CRD# 14232

BD

Philadelphia, PA

January 21, 2011 - February 13, 2023

VOYA INVESTMENT MANAGEMENT CO. LLC·CRD# 106494

RIA

New York, NY

August 5, 2008 - January 25, 2011

VOYA INVESTMENTS DISTRIBUTOR, LLC·CRD# 37886

BD

New York, NY

August 5, 2008 - January 25, 2011

EQUITABLE ADVISORS, LLC·CRD# 6627

RIA

New York, NY

May 6, 2008 - July 25, 2008

EQUITABLE ADVISORS, LLC·CRD# 6627

BD

New York, NY

April 24, 2008 - July 25, 2008

EQUITABLE DISTRIBUTORS, LLC·CRD# 25900

BD

Charlotte, NC

August 3, 2006 - April 22, 2008

VOYA INVESTMENT MANAGEMENT CO. LLC·CRD# 106494

RIA

Las Vegas, NV

July 7, 2004 - June 30, 2005

FURMAN SELZ CAPITAL MANAGEMENT LLC·CRD# 105721

RIA

Las Vegas, NV

February 6, 2002 - July 8, 2004

ING INVESTMENT MANAGEMENT SERVICES LLC·CRD# 21644

BD

New York, NY

March 23, 2001 - May 19, 2005

LORD ABBETT DISTRIBUTOR LLC·CRD# 530

BD

Jersey City, NJ

July 15, 1998 - January 22, 2001

COREBRIDGE CAPITAL SERVICES, INC.·CRD# 13158

BD

Jersey City, NJ

November 3, 1997 - July 20, 1998

FIRST UNION BROKERAGE SERVICES, INC.·CRD# 8112

BD

Charlotte, NC

April 20, 1995 - September 26, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

BD

New York, NY

June 8, 1993 - April 24, 1995

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Current Firm

TC

TORTOISE CAPITAL ADVISORS, L.L.C.

TCA ADVISORS | TORTOISE CAPITAL ADVISORS, L.L.C.

CRD#: 123711 / SEC#: 801-61622

RIA

Registered Investment Advisory firm - SEC (11/22/2002 Approved)

Contact Information

Main Address

5901 College Boulevard Suite 400, Overland Park, KS 66211-1861

Phone Number

(913) 981-1020

# of Employees

34

SEC notice filing (15 States and Territories)

Registered to provide investment advisory services in 15 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TCA DISCLOSURE BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

344

AUM (Assets Under Management)

$8,928,633,630

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) TORTOISE CAPITAL ADVISORS, LLC; 5901 COLLEGE BOULEVARD, SUITE 400, OVERLAND PARK, KS 66211; INVESTMENT RELATED; CHIEF REVENUE OFFICER; 40 HRS A WEEK ALL DURING SECURITIES HOURS. 2) FLX NETWORKS; 2 MORRISTOWN ROAD, BERNARDSVILLE, NJ 07924; NON-INVESTMENT RELATED; START DATE 01/02/2023; SERVES ON ADVISORY BOARD AND PROVIDES STRATEGIC GUIDANCE; 2HRS/MONTH WITH 0 DURING TRADING HOURS. 3) Tax-Free Fixed Income Fund II for Puerto Rico Residents, Inc.; SAN JUAN, PR; Non-Investment Related; Start Date 7/10/26; Fund Chief Compliance Officer; 10 hours per month with 10 during trading hours.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TC

TORTOISE CAPITAL ADVISORS, L.L.C.

TCA ADVISORS | TORTOISE CAPITAL ADVISORS, L.L.C.

CRD#: 123711 / SEC#: 801-61622

RIA

Registered Investment Advisory firm - SEC (11/22/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(5/2/2025)

RR

Alaska
(5/2/2025)

RR

Arizona
(5/2/2025)

RR

Arkansas
(5/2/2025)

RR

California
(5/2/2025)

RR

Colorado
(5/2/2025)

RR

Connecticut
(5/2/2025)

RR

Delaware
(5/2/2025)

RR

District of Columbia
(5/2/2025)

RR

Florida
(5/2/2025)

RR

Georgia
(5/2/2025)

RR

Hawaii
(5/2/2025)

RR

Idaho
(5/2/2025)

RR

Illinois
(5/2/2025)

RR

Indiana
(5/2/2025)

RR

Iowa
(5/2/2025)

RR

Kansas
(5/2/2025)

IAR

Kansas
(12/8/2025)

RR

Kentucky
(5/2/2025)

RR

Louisiana
(5/2/2025)

RR

Maine
(5/2/2025)

RR

Maryland
(5/2/2025)

RR

Massachusetts
(5/2/2025)

RR

Michigan
(5/2/2025)

RR

Minnesota
(5/2/2025)

RR

Mississippi
(5/2/2025)

RR

Missouri
(5/2/2025)

RR

Montana
(5/2/2025)

RR

Nebraska
(5/2/2025)

RR

Nevada
(5/2/2025)

RR

New Hampshire
(5/2/2025)

RR

New Jersey
(5/2/2025)

RR

New Mexico
(5/2/2025)

RR

New York
(5/2/2025)

RR

North Carolina
(5/2/2025)

RR

North Dakota
(5/2/2025)

RR

Ohio
(5/5/2025)

RR

Oklahoma
(5/2/2025)

RR

Oregon
(5/2/2025)

RR

Pennsylvania
(5/2/2025)

IAR

Pennsylvania
(12/8/2025)

RR

Rhode Island
(5/2/2025)

RR

South Carolina
(5/2/2025)

RR

South Dakota
(5/2/2025)

RR

Tennessee
(5/2/2025)

RR

Texas
(5/2/2025)

RR

Utah
(5/2/2025)

RR

Vermont
(5/2/2025)

RR

Virginia
(5/2/2025)

RR

Washington
(5/2/2025)

RR

West Virginia
(5/2/2025)

RR

Wisconsin
(5/2/2025)

RR

Wyoming
(5/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 1993About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1993About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 1996About the Series 24 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Brett David Wright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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BW

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