Carin Diane Sevigny

Employer firm

Consilio Wealth Advisors, LLC CRD 314466

$556M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Consilio Wealth Advisors, Llc

500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2025-06-05

WA RA
APPROVED

Since 2025-06-05

Branch Locations

500 108Th Avenue Ne Suite 1100, Bellevue, WA 98004 • 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

Organization	City	State	From	To
Consilio Wealth Advisors, Llc	Bellevue	WA	05/2025	Present
College Of Financial Planning	Edgewood	WA	05/2024	05/2025
The Retirement Solution	Redmond	WA	01/2021	05/2024
The Retirement Solution	Redmond	WA	07/2016	12/2020

05/2025 → Present

Consilio Wealth Advisors, Llc

Bellevue, WA
05/2024 → 05/2025

College Of Financial Planning

Edgewood, WA
01/2021 → 05/2024

The Retirement Solution

Redmond, WA
07/2016 → 12/2020

The Retirement Solution

Redmond, WA

Previous Registrations

2013-06-13 → 2024-06-04

The Retirement Solution Llc

Redmond, WA

Other Businesses

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

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-06-06

S66 Uniform Combined State Law Examination

2013-06-06

Designations

Certified Financial Planner

Other Names

Carin Diane Albert

View on SEC IAPD