Alexis Paolantonio Pickard
Investment adviser representative at Tortoise Capital Advisors, L.L.C.
14 yearsExperience
13 statesRegistered in
$8.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Pine Distributors LLCApr 2025 to now
- Tortoise Capital Advisors, L.L.C.Nov 2016 to now
- Tortoise SecuritiesJul 2017 to Dec 2023
- Montage InvestmentsMar 2012 to Nov 2016
- Montage Securities, LLCJan 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 13 states (CA, CO, CT, DE, IL, KS, MA, NE, NY, OH, OK, PA, TX).
Tortoise Capital Advisors, L.L.C.
$8.9BAssets managed
344Clients
8Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4981635
- Firm CRD
- 123711