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BC

Bryceson R. Charlton

PROGRESSIVE INVESTMENT MANAGEMENT
Lake Oswego, OR 97034
Some features on this profile are disabled
CRD#: 6293104
BC

Professional summary

Bryceson Robert Charlton is a registered financial advisor currently at PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION located in Lake Oswego, Oregon.

Bryceson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Bryceson has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryceson Robert Charlton'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

March 29, 2017 - Present

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

Office #1: 310 N. State Street Suite 214, Lake Oswego, OR 97034
RIA
CRD#: 107777
Lake Oswego, OR

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".
PI
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
PORTFOLIO 21 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION | PROGRESSIVE INVESTMENT MANAGEMENT CORP | PROGRESSIVE INVESTMENT MANAGEMENT | PORTFOLIO 21 INVESTMENTS, INC

CRD#: 107777 / SEC#: 801-32066

RIA
Registered Investment Advisory firm - (2/28/1988 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
Oregon
(3/29/2017)

Exams

Current Firm

PI
PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
PORTFOLIO 21 | PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION | PROGRESSIVE INVESTMENT MANAGEMENT CORP | PROGRESSIVE INVESTMENT MANAGEMENT | PORTFOLIO 21 INVESTMENTS, INC

CRD#: 107777 / SEC#: 801-32066

RIA
Registered Investment Advisory firm - (2/28/1988 Approved)
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Contact information

Main Address
310 N. State Street Suite 214, Lake Oswego, OR 97034
Mailing Address
Phone number
(503) 224-7828
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PROGRESSIVE ADV 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts475
AUM (Assets Under Management)$ 700,322,944

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.

Company Information

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

CRD#: 107777Lake Oswego, OR 97034

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