Craig R. Fisher

TORTOISE CAPITAL ADVISORS, L.L.C.

OVERLAND PARK, KS 66211-1861

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CRD#: 5140799

Professional summary

Craig Richardson Fisher, CIMA®, who also goes by Craig R Fisher, 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.

Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Craig has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig R Fisher

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.

TORTOISE CAPITAL ADVISORS, LLC; 5901 COLLEGE BOULEVARD, SUITE 400, OVERLAND PARK, KS 66211; INVESTMENT RELATED; INVESTMENT SPECIALIST; 40 HRS/WK DURING SECURITIES HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Richardson Fisher'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 17, 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

April 30, 2025 - Present

PINE DISTRIBUTORS LLC

Office #1: 5901 College Boulevard Suite 400, Overland Park, KS 66211

CRD#: 323408

OVERLAND PARK, KS

Past

July 6, 2017 - December 31, 2023

TORTOISEECOFIN SECURITIES, LLC

CRD#: 285411

Overland Park, KS

Past

November 17, 2016 - December 13, 2023

TORTOISEECOFIN INVESTMENTS PARTNERS, LLC

RIA

CRD#: 285213

MISSION HILLS, KS

Past

June 21, 2012 - November 17, 2016

MONTAGE INVESTMENTS, LLC

RIA

CRD#: 152607

LEAWOOD, KS

Past

May 19, 2011 - July 3, 2017

MSEC, LLC

CRD#: 154327

OVERLAND PARK, KS

Past

October 20, 2008 - March 1, 2011

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

LEAWOOD, KS

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".

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.

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

Alaska
(4/30/2025)

Arizona
(4/30/2025)

IAR

Arizona
(10/27/2025)

California
(4/30/2025)

IAR

California
(10/17/2025)

Colorado
(4/30/2025)

IAR

Colorado
(10/21/2025)

Hawaii
(4/30/2025)

Idaho
(4/30/2025)

Illinois
(4/30/2025)

Indiana
(4/30/2025)

Iowa
(4/30/2025)

IAR

Iowa
(10/17/2025)

Kansas
(4/30/2025)

IAR

Kansas
(10/17/2025)

Kentucky
(4/30/2025)

Michigan
(4/30/2025)

Minnesota
(4/30/2025)

Missouri
(4/30/2025)

Montana
(4/30/2025)

Nebraska
(4/30/2025)

IAR

Nebraska
(10/20/2025)

Nevada
(4/30/2025)

North Dakota
(4/30/2025)

Ohio
(5/1/2025)

IAR

Ohio
(10/17/2025)

Oklahoma
(4/30/2025)

IAR

Oklahoma
(10/20/2025)

South Dakota
(4/30/2025)

Wisconsin
(4/30/2025)

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

State Security Law Exam

IAR

Series 65

Date: 6/20/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/16/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/14/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/17/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (22 States and Territories)

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 Accounts	344
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.

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Advisor Monitoring

Firm Stability Insights

Craig R. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Richardson Fisher's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINE DISTRIBUTORS LLC

TORTOISEECOFIN SECURITIES, LLC

TORTOISEECOFIN INVESTMENTS PARTNERS, LLC

MONTAGE INVESTMENTS, LLC

MSEC, LLC

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

TORTOISE CAPITAL ADVISORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/20/2012

Series 63

Date: 1/16/2009

SIE

Date: 10/1/2018

Series 7

Date: 3/14/2012

Series 6

Date: 10/17/2008

FINRA

Current Firm

TORTOISE CAPITAL ADVISORS, L.L.C.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TORTOISE CAPITAL ADVISORS, L.L.C.

TRUST BUT VERIFY

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