Katlyn Beth Valencia

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 08/2024
  Brighton Jones
  Seattle, WA
• 01/2019 → 03/2019
  Pacific Capital Resource Group
  Bellevue, WA
• 07/2018 → 09/2018
  Brighton Jones
  Seattle, WA
• 09/2015 → 07/2019
  University Of Washington
  Seattle, WA
• 09/2024 → Present
  Corient
  New York, NY
• 09/2024 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2019-11-18 → 2024-08-13
  Brighton Jones Llc
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-18

Designations

• Certified Financial Planner

Other Names

• Katy Beth Valencia