Todd Pizzuti, financial advisor Portland OR

Todd Pizzuti

CRD Number: 4255270
Current Firm: Portland Private Wealth Management, Inc.

Todd Pizzuti (CRD# 4255270) is an Investment Advisor Representative working at Portland Private Wealth Management, Inc. in Portland, OR and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Portland Private Wealth Management, Inc. Portland, OR Jun 2014 - Current 8
First Allied Advisory Services, Inc. Chesterfield, MO Jul 2012 - Aug 2014 2
First Allied Securities, Inc. San Diego, CA Apr 2009 - Aug 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S66 NASAA Uniform Combined State Law Examination Jan 2003
Contact Info for Todd P. Pizzuti
Phone Number: 503-405-9472
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    980
    ACCOUNTS
  • Average Account Value
    $252,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, OR, TX, WA

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