Craig Richardson Fisher
Investment adviser representative at Tortoise Capital Advisors, L.L.C.
15 yearsExperience
7 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
15 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 2011 to Nov 2016
- Montage Securities, LLCFeb 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 7 states (CA, CO, IL, KS, NE, OH, OK).
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
- 5140799
- Firm CRD
- 123711