Valeria Pinzon Trujillo

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2019 → 02/2020
  Next Business Partners
  Bogota
• 06/2021 → 02/2022
  Okvax
  Miami, FL
• 06/2023 → 08/2023
  Edward Jones
  Saint Louis, MO
• 06/2024 → 08/2024
  Citibank
  New York City, NY
• 05/2015 → 08/2019
  Immaculata La Salle
  Miami, FL
• 02/2020 → 06/2021
  Immaculata La Salle
  Miami, FL
• 02/2022 → 06/2023
  University Of Florida
  Gainesville, FL
• 08/2023 → 06/2024
  University Of Florida
  Gainesville, FL
• 08/2024 → 05/2025
  University Of Florida
  Gainesville, FL
• 07/2025 → Present
  Citibank
  New York City, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-24

Other Names

• Valeria Pinzon
• Valeria Pinzontrujillo