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Philip Anthony Pizelo

PACIFIC WEST FINANCIAL CONSULTANTS INC·RENTON, Washington
Series 3, Series 4, Series 7, Series 24, Series 27, Series 53, Series 55, Series 63, Series 6524 years registeredPACIFIC WEST FINANCIAL CONSULTANTS INC
ONE RENTON PLACE, RENTON, WA 98057CRD# 2429418Firm CRD# 108728

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Anthony Pizelo · RENTON, WA
Registration
CRD #2429418 · PACIFIC WEST FINANCIAL CONSULTANTS INC · 24 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: PACIFIC WEST FINANCIAL CONSULTANTS INC
PACIFIC WEST FINANCIAL CONSULTANTS INC
Jun 2002 – Mar 2012
RENTON, WA
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 4
Series 7
Series 24
Series 27
Series 53
Series 55
Series 63
Series 65
Registration record
First registered · June 20, 2002
Years registered · 24
03

Disclosure History

2017Regulatory·Final
2014Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PACIFIC WEST FINANCIAL CONSULTANTS INC
CRD 108728 · SEC 801-55508
AUM
$891M
Regulatory assets under management
Employees
11
6,894 client accounts
Services offered by PACIFIC WEST FINANCIAL CONSULTANTS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PACIFIC WEST FINANCIAL CONSULTANTS INC →
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05

Frequently Asked Questions

What services does Philip Anthony Pizelo offer?
Philip Anthony Pizelo specializes in Financial Planning, Investment Management, Wealth Management.
What are Philip Anthony Pizelo's credentials?
Philip Anthony Pizelo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Anthony Pizelo located?
Philip Anthony Pizelo is based in RENTON, Washington, last registered with PACIFIC WEST FINANCIAL CONSULTANTS INC.
How does Philip Anthony Pizelo charge for services?
Philip Anthony Pizelo's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC WEST FINANCIAL CONSULTANTS INC?
PACIFIC WEST FINANCIAL CONSULTANTS INC has approximately 11 employees and manages $891M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PACIFIC WEST FINANCIAL CONSULTANTS INC

Shanon Lane Ford
RENTON, WA

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