Carin D. Sevigny

CONSILIO WEALTH ADVISORS

Bellevue, WA 98004

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CRD#: 6108800

Professional summary

Carin Diane Sevigny, who also goes by Carin Diane Albert, is a registered financial advisor currently at CONSILIO WEALTH ADVISORS, LLC located in Bellevue, Washington.

Carin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Carin has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carin Diane Albert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carin Diane Sevigny's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 5, 2025 - Present

CONSILIO WEALTH ADVISORS, LLC

Office #1: 500 108th Avenue Ne Suite 1100, Bellevue, WA 98004

RIA

CRD#: 314466

Bellevue, WA

Past

June 13, 2013 - June 4, 2024

THE RETIREMENT SOLUTION LLC

RIA

CRD#: 148106

REDMOND, WA

Past

March 13, 2013 - May 8, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

REDMOND, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONSILIO WEALTH ADVISORS, LLC

CONSILIO WEALTH ADVISORS, LLC | CWA, LLC

CRD#: 314466 / SEC#: 801-121207

RIA

Registered Investment Advisory firm - (5/13/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(6/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/6/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/12/2013

General Securities Representative Examination

Current Firm

CONSILIO WEALTH ADVISORS, LLC

CONSILIO WEALTH ADVISORS, LLC | CWA, LLC

CRD#: 314466 / SEC#: 801-121207

RIA

Registered Investment Advisory firm - (5/13/2021 Approved)

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Contact information

Main Address

500 108th Avenue Ne Suite 1100, Bellevue, WA 98004

Mailing Address

Phone number

(206) 533-3670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWA DISCLOSURE BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts	1,246
AUM (Assets Under Management)	$ 458,020,929

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Carin D. Sevigny

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carin Diane Sevigny's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONSILIO WEALTH ADVISORS, LLC

THE RETIREMENT SOLUTION LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

CONSILIO WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/6/2013

Series 7

Date: 3/12/2013

Current Firm

CONSILIO WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONSILIO WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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