Todd Patrick Pizzuti

Employer firm

Clear Creek Financial Management, LLC CRD 170602

$1.86B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 10/2023
  Portland Private Wealth Management, Inc.
  Portland, OR
• 10/2023 → Present
  Clear Creek Financial Management, Llc
  Silverdale, WA

Previous Registrations

• 2014-08-28 → 2023-10-06
  Portland Private Wealth Management, Inc.
  Portland, OR
  Portland, OR
• 2012-07-02 → 2014-08-29
  First Allied Advisory Services, Inc.
  Portland, OR
• 2011-02-25 → 2012-07-02
  First Allied Securities, Inc.
  Portland, OR
  San Diego, CA
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2003-01-24
• S63 Uniform Securities Agent State Law Examination
  2000-12-07