Diana Pierina Zumaran
Investment adviser representative at Pinvest
12 yearsExperience
1 stateRegistered in
$377.5MFirm assets
2 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Pinvest LLCMar 2025 to now
- CitibankMay 2021 to Mar 2025
- Wells FargoSep 2019 to May 2021
- Old NavyJun 2014 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Pinvest
Legal name: Pinvest LLC
$377.5MAssets managed
6Clients
3Advisers
2 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
- 8117712
- Firm CRD
- 331586