Unclaimed Profile

Anthony Steven Tursich

PORTFOLIO 21 INVESTMENTS, INC·PORTLAND, Oregon

SIE, Series 7, Series 637 years registeredPORTFOLIO 21 INVESTMENTS, INC

721 NW 9TH AVE., SUITE 250, PORTLAND, OR 97209CRD# 2636346Firm CRD# 107777

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony Steven Tursich · PORTLAND, OR

Registration

CRD #2636346 · PORTFOLIO 21 INVESTMENTS, INC · 7 years registered

Brand Profile

Not yet started

Career History

CALAMOS WEALTH MANAGEMENT LLC

Oct 2021 – present

CALAMOS ADVISORS LLC

Sep 2021 – present

PEARL IMPACT CAPITAL, LLC

Oct 2020 – Sep 2021

PORTLAND, OR

PEARL WEALTH LLC

Jan 2019 – Sep 2020

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 2, 2019

Years registered · 7

Disclosure History

1995Civil Bond

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

CRD 107777 · SEC 801-32066

AUM

$626M

Regulatory assets under management

Employees

472 client accounts

Services offered by PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION →

Introduction

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Frequently Asked Questions

What services does Anthony Steven Tursich offer?

Anthony Steven Tursich specializes in Investment Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Anthony Steven Tursich's credentials?

Anthony Steven Tursich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Steven Tursich located?

Anthony Steven Tursich is based in PORTLAND, Oregon, working with PORTFOLIO 21 INVESTMENTS, INC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Anthony Steven Tursich charge for services?

Anthony Steven Tursich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO 21 INVESTMENTS, INC?

PORTFOLIO 21 INVESTMENTS, INC has approximately 7 employees and manages $626M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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