Best Investors Account Sign in
Inactive

Diana Pierina Zumaran

Pinvest

Coral Gables, FL

CRD 8117712

Claim This Profile
Employer firm

Pinvest CRD 331586

$377M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING

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

Current Employers
Pinvest

396 Alhambra Circle Ph2, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-15
  • FL RA
    APPROVED
    Since 2025-09-15

Branch Locations

396 Alhambra Circle Ph2, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pinvest Llc Coral Gables FL 03/2025 03/2026
Citibank Miami FL 05/2021 03/2025
Wells Fargo Miami FL 09/2019 05/2021
Old Navy Miami FL 06/2014 09/2019
Pinvest Llc Coral Gables FL 04/2026 Present
  • 03/2025 → 03/2026
    Pinvest Llc
    Coral Gables, FL
  • 05/2021 → 03/2025
    Citibank
    Miami, FL
  • 09/2019 → 05/2021
    Wells Fargo
    Miami, FL
  • 06/2014 → 09/2019
    Old Navy
    Miami, FL
  • 04/2026 → Present
    Pinvest Llc
    Coral Gables, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-10
  • S65 Uniform Investment Adviser Law Examination
    2025-09-10
Other Names
  • Diana Pierina Zumaran Ruiz

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

More in Coral Gables, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor