Valeria Pinzon trujillo
Investment adviser representative at Citigroup Global Markets Inc.
11 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Citigroup Global Markets Inc.Oct 2025 to now
- CitibankJul 2025 to now
- University of FloridaAug 2024 to May 2025
- CitibankJun 2024 to Aug 2024
- University of FloridaAug 2023 to Jun 2024
- Edward JonesJun 2023 to Aug 2023
- University of FloridaFeb 2022 to Jun 2023
- OkvaxJun 2021 to Feb 2022
- Immaculata La SalleFeb 2020 to Jun 2021
- Next Business PartnersAug 2019 to Feb 2020
- Immaculata La SalleMay 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 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
- 7738024
- Firm CRD
- 7059