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BW

Brett D. Wright

TORTOISE CAPITAL ADVISORS, L.L.C.
OVERLAND PARK, KS 66211-1861
Some features on this profile are disabled
CRD#: 2344832
BW

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 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brett D Wright

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 8, 2025 - Present

TORTOISE CAPITAL ADVISORS, L.L.C.

Office #1: 5901 College Boulevard Suite 400, Overland Park, KS 66211-1861
RIA
CRD#: 123711
OVERLAND PARK, KS
Current

May 2, 2025 - Present

PINE DISTRIBUTORS LLC

Office #1: 5901 College Boulevard Suite 400, Overland Park, KS 66211
BD
CRD#: 323408
OVERLAND PARK, KS
Past

April 18, 2023 - February 23, 2024

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
Port Chester, NY
Past

May 28, 2021 - September 6, 2022

IVY DISTRIBUTORS, INC.

BD
CRD#: 16496
OVERLAND PARK, KS
Past

January 21, 2011 - February 13, 2023

DELAWARE DISTRIBUTORS, L.P.

BD
CRD#: 14232
PHILADELPHIA, PA
Past

August 5, 2008 - January 25, 2011

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
NEW YORK, NY
Past

August 5, 2008 - January 25, 2011

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
NEW YORK, NY
Past

May 6, 2008 - July 25, 2008

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NEW YORK, NY
Past

April 24, 2008 - July 25, 2008

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

August 3, 2006 - April 22, 2008

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

July 7, 2004 - June 30, 2005

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA
CRD#: 106494
LAS VEGAS, NV
Past

February 6, 2002 - July 8, 2004

FURMAN SELZ CAPITAL MANAGEMENT LLC

RIA
CRD#: 105721
LAS VEGAS, NV
Past

March 23, 2001 - May 19, 2005

ING INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 21644
NEW YORK, NY
Past

July 15, 1998 - January 22, 2001

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ
Past

November 3, 1997 - July 20, 1998

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

April 20, 1995 - September 26, 1997

FIRST UNION BROKERAGE SERVICES, INC.

BD
CRD#: 8112
CHARLOTTE, NC
Past

June 8, 1993 - April 24, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/7/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/16/1996
General Securities Principal Examination
SRO Registrations
RR
FINRA

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 - (11/22/2002 Approved)
PREMIUM
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Contact information

Main Address
5901 College Boulevard Suite 400, Overland Park, KS 66211-1861
Mailing Address
Phone number
(913) 981-1020
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TCA DISCLOSURE BROCHURE (9/30/2025)

Regulatory assets under management

Total Number of Accounts344
AUM (Assets Under Management)$ 8,444,747,246

Red Flags

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.

Company Information

TORTOISE CAPITAL ADVISORS, L.L.C.

CRD#: 123711Overland Park, KS 66211-1861

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