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Todd Patrick Pizzuti

Clear Creek Financial Management, LLC

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About Todd Patrick Pizzuti

Todd Pizzuti is an investment advisor representative with Clear Creek Financial Management, LLC. Todd has been in the financial services industry since 2000. Todd specializes in working with individual investors, high net worth individuals, and corporations. Prior to joining Clear Creek Financial Management, LLC, Todd was a financial advisor at Portland Private Wealth Management, Inc. Todd is registered with the state of Oregon.

Firm Information

Todd Pizzuti is currently registered with Clear Creek Financial Management, LLC. Clear Creek Financial Management, LLC is a financial advisor based in Silverdale, WA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations. They have approximately $1.18 billion in regulatory assets under management.
Clear Creek Financial Management, LLC

9361 BAYSHORE DRIVE NW

SILVERDALE, WA 98383

$1.18B

Assets Under Management

15

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Todd Pizzuti’s Registration & Firm History

OR

10/06/2023 - Present

Clear Creek Financial Management, LLC (Tigard OR)

OR

04/03/2009 - 08/29/2014

FIRST ALLIED SECURITIES, INC. (PORTLAND OR)

OR

01/15/2003 - 04/15/2009

UBS FINANCIAL SERVICES INC. (PORTLAND OR)

NY

07/16/2001 - 12/03/2002

MONY SECURITIES CORPORATION (NEW YORK NY)

MN

12/01/2000 - 01/02/2001

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 01/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2002

Series 7 - General Securities Representative Examination

BC

Issued 11/30/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Patrick Pizzuti.
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