Unclaimed Profile

Todd Evan Melillo

FINANCIAL WEST INVESTMENT GROUP, INC.·WESTLAKE VILLAGE, California

SIE, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 79TO, Series 99TOClean record17 years registeredFINANCIAL WEST INVESTMENT GROUP, INC.

4510 E. THOUSAND OAKS BLVD., WESTLAKE VILLAGE, CA 91362CRD# 1108794Firm CRD# 16668

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Evan Melillo · WESTLAKE VILLAGE, CA

Registration

CRD #1108794 · FINANCIAL WEST INVESTMENT GROUP, INC. · 17 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jun 2025 – present

WESTERN INTERNATIONAL SECURITIES

May 2021 – Jun 2025

Woodland Hills, CA

LADENBURG THALMANN ASSET MANAGEMENT INC

Oct 2012 – Apr 2021

Calabasas, CA

FINANCIAL WEST GROUP

Oct 2008 – Nov 2012

WESTLAKE VILLAGE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 79TO

Series 99TO

Registration record

First registered · October 16, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL WEST INVESTMENT GROUP, INC.

CRD 16668 · SEC 801-57393

AUM

$180K

Regulatory assets under management

Employees

1 client accounts

Services offered by FINANCIAL WEST INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL WEST INVESTMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Todd Evan Melillo offer?

Todd Evan Melillo specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Todd Evan Melillo's credentials?

Todd Evan Melillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Evan Melillo located?

Todd Evan Melillo is based in WESTLAKE VILLAGE, California, working with FINANCIAL WEST INVESTMENT GROUP, INC.. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Todd Evan Melillo charge for services?

Todd Evan Melillo's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL WEST INVESTMENT GROUP, INC.?

FINANCIAL WEST INVESTMENT GROUP, INC. has approximately 4 employees and manages $180K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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