Katlyn Beth Valencia
Investment adviser representative at Corient
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm assets
Are you Katlyn Beth Valencia? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
11 years in the industry.
- CorientSep 2024 to now
- Corient Services LLCSep 2024 to now
- Brighton JonesJul 2019 to Aug 2024
- Pacific Capital Resource GroupJan 2019 to Mar 2019
- Brighton JonesJul 2018 to Sep 2018
- University of WashingtonSep 2015 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7171109
- Firm CRD
- 319448