Carin Diane Sevigny
Investment adviser representative at Consilio Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$555.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Consilio Wealth Advisors, LLCMay 2025 to now
- College of Financial PlanningMay 2024 to May 2025
- The Retirement SolutionJan 2021 to May 2024
- The Retirement SolutionJul 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (WA).
Consilio Wealth Advisors, LLC
$555.8MAssets managed
288Clients
7Advisers
5 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
- 6108800
- Firm CRD
- 314466