Anthony S. Tursich

CALAMOS ADVISORS LLC

Portland, OR 97204

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CRD#: 2636346

Professional summary

Anthony S Tursich, who also goes by Anthony Steven Tursich, Tony Tursich, is a registered financial advisor currently at CALAMOS ADVISORS LLC located in Portland, Oregon and CALAMOS WEALTH MANAGEMENT LLC located in Portland, Oregon.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Anthony has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Steven Tursich | Tony Tursich

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.

Multnomah County - 501 SE Hawthorne Blvd, Portland, OR 97214. I am serving as an Investment Advisory Board Member, and it is investment related. As an Investment Advisory Board Member, my duties include meeting quarterly to review the portfolio's performance and ensure that it complies with the investment policy and to provide guidance. I spend 2 hour per month of this activity and zero hours during trading hours. I am not compensated for this activity. Tursich Properties, LLC - 3127 NE Tillamook ST, Portland, OR, 97212. Residential rental property owner and it is not investment related. My duties include collecting rental payments and maintenance of the property. The property was purchased in August 2020. I anticipate spending 1 hour per month on this activity and zero time during trading hours. I am compensated by rental income less expenses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony S Tursich'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

September 30, 2021 - Present

CALAMOS ADVISORS LLC

Office #1: 111 Sw 5th Ave, Floor 31, Suite 3150, Portland, OR 97204

RIA

CRD#: 105758

Portland, OR

Current

October 4, 2021 - Present

CALAMOS WEALTH MANAGEMENT LLC

Office #1: 111 Sw 5th Ave, Floor 31, Suite 3150, Portland, OR 97204

RIA

CRD#: 143490

Portland, OR

Past

October 2, 2020 - September 22, 2021

PEARL IMPACT CAPITAL, LLC

RIA

CRD#: 310733

PORTLAND, OR

Past

January 2, 2019 - September 15, 2020

PEARL WEALTH LLC

RIA

CRD#: 299508

PORTLAND, OR

Past

October 4, 2001 - December 31, 2014

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

June 28, 1999 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

January 3, 1997 - July 11, 1997

AMERITRADE NORTHWEST, INC.

CRD#: 10215

PORTLAND, OR

Past

July 23, 1996 - November 18, 1996

D.A. DAVIDSON & CO.

CRD#: 199

GREAT FALLS, MT

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".

CALAMOS ADVISORS LLC

CALAMOS ADVISORS LLC | CALAMOS ASSET MANAGEMENT INC | CALAMOS ARISTA PARTNERS

CRD#: 105758 / SEC#: 801-29688

RIA

Registered Investment Advisory firm - (5/29/1987 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.

Highlighted states indicate IAR registrations

IAR

Illinois
(10/4/2021)

IAR

Oregon
(9/30/2021)

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.

Exams

State Security Law Exam

Series 63

Date: 7/18/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/1996

General Securities Representative Examination

Current Firm

CALAMOS ADVISORS LLC

CALAMOS ADVISORS LLC | CALAMOS ASSET MANAGEMENT INC | CALAMOS ARISTA PARTNERS

CRD#: 105758 / SEC#: 801-29688

RIA

Registered Investment Advisory firm - (5/29/1987 Approved)

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Contact information

Main Address

2020 Calamos Court, Naperville, IL 60563-2787

Mailing Address

Phone number

(630) 245-7200

Established

Firm type

Fiscal year end

# of Employees

257

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,662
AUM (Assets Under Management)	$ 38,184,222,669

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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Firm Stability Insights

Anthony S. Tursich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony S Tursich's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALAMOS WEALTH MANAGEMENT LLC

PEARL IMPACT CAPITAL, LLC

PEARL WEALTH LLC

QUASAR DISTRIBUTORS, LLC

FIRST FUND DISTRIBUTORS, INC.

AMERITRADE NORTHWEST, INC.

D.A. DAVIDSON & CO.

Primary Firm SEC Registration

CALAMOS ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/18/1996

SIE

Date: 12/31/2014

Series 7

Date: 7/13/1996

Current Firm

CALAMOS ADVISORS LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALAMOS ADVISORS LLC

TRUST BUT VERIFY

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