Heather Simon Sevillano
Investment adviser representative at Agilis Investment Management LLC
19 yearsExperience
2 statesRegistered in
$123.8MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Agilis Investment Management LLCApr 2025 to now
- Round Rock Advisors LLCNov 2024 to Jun 2025
- Greenwich Investment Management, Inc.Jan 2007 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Agilis Investment Management LLC
$123.8MAssets managed
212Clients
3Advisers
1 yearIn 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
- 4364781
- Firm CRD
- 336358