Bryceson Charlton has been Director of Investments, Investment Advisor of Progressive Investment Management since February 2024, is not listed as a control person, but directly owns under 5% of the firm. Bryceson Charlton holds a BS in Business Administration from the University of Oregon.
Progressive Investment Management Corporation is a Lake Oswego, OR firm with $758M under management, 176 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Bryceson Charlton is Director of Investments and Investment Advisor of Progressive Investment Management. He leads the firm's investment strategy and oversees portfolio management. He has been with Progressive since 2015 and in the financial industry since 2010, and guides the team on execution of the firm's investment strategies through fundamental research and monitoring of financial and ESG criteria.
- – present · 9 yearsLake Oswego, OR · Adviser representative · Firm CRD 107777
Investment adviser representative registrations
Bryceson Charlton is registered as an investment adviser representative in Oregon, since March 2017.
- OregonSince 29 March 2017
Examinations
No examinations are on Bryceson Charlton’s record.
- Full name
- Bryceson Robert Charlton
- CRD
- 6293104
- Firm
- Progressive Investment Management · CRD 107777
- Role
- Director of Investments, Investment Advisor
- Office
- 310 N. STATE STREET, SUITE 214, Lake Oswego, OR 97034
- Registration
- Investment adviser registration
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- progressiveinvestment.com
Where does Bryceson Charlton work?
Bryceson Charlton has been Director of Investments, Investment Advisor of Progressive Investment Management Corporation since February 2024.
Is Bryceson Charlton a financial advisor?
Yes. Bryceson Charlton has a current investment-adviser registration in Oregon, through Progressive Investment Management since March 2017.
How many years of experience does Bryceson Charlton have?
Bryceson Charlton has 9 years in the financial industry, since March 2017, across 1 adviser firm.
Where is Bryceson Charlton based?
Bryceson Charlton’s registered office is in Lake Oswego, OR.
Is Bryceson Charlton registered with FINRA?
No. Bryceson Charlton has no current broker registration.
How can I verify Bryceson Charlton’s record?
Search CRD 6293104 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryceson Charlton’s full registration record.
