Heather Sevillano has been an investment adviser representative at Agilis Investment Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Heather Sevillano studied at Bentley College.
Agilis Investment Management LLC is a Wilton, CT firm with $124M under management, 212 clients and 4 advisers in one office, as of its May 2026 filing.
Heather Sevillano is Chief Operating Officer of Agilis Investment Management, based in Wilton, Connecticut. She is a senior operations and finance executive with 20+ years of experience at an investment advisory firm. Most recently she was Director and COO at Greenwich Investment Management.
Heather Sevillano’s longest registration was 4 years at Greenwich Investment Management, Inc. (2020–2024). Before joining Agilis Investment Management in 2025, Heather Sevillano was registered through Round Rock Advisors LLC and Greenwich Investment Management, Inc.
- – present · 1 yearWilton, CT · Adviser representative · Firm CRD 336358
- Round Rock Advisors LLC– · under a yearWilton, CT · Adviser representative · Firm CRD 286007
- Greenwich Investment Management, Inc.– · 4 yearsNorwalk, CT · Adviser representative · Firm CRD 127161
- Northwestern Mutual Investment Services,llc– · 1 yearFairfield, CT · Adviser representative · Firm CRD 2881
- Northwestern Mutual Investment Services,llc– · under a yearWestport, CT · Adviser representative · Firm CRD 2881
- Asset & Financial Planning, LTD– · 1 yearPoughkeepsie, NY · Adviser representative · Firm CRD 110709
Investment adviser representative registrations
Heather Sevillano is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in June 2025.
- ConnecticutSince 13 June 2025
- TexasResidentSince 11 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 October 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 July 2001 |
| Series 7 | General Securities Representative Examination | 18 April 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Heather Simon Sevillano
- CRD
- 4364781
- Firm
- Agilis Investment Management · CRD 336358
- Office
- 187 DANBURY ROAD, SUITE 206, Wilton, CT 06897
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- agilisim.com
Where does Heather Sevillano work?
Heather Sevillano is an investment adviser representative registered through Agilis Investment Management LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Heather Sevillano a financial advisor?
Yes. Heather Sevillano has a current investment-adviser registration in Connecticut and Texas, through Agilis Investment Management since June 2025.
How many years of experience does Heather Sevillano have?
Heather Sevillano has 9 years in the financial industry, since December 2016, across 5 adviser firms.
What exams has Heather Sevillano passed?
Heather Sevillano has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 2001.
Where did Heather Sevillano work before Agilis Investment Management?
Before Agilis Investment Management, Heather Sevillano was registered through Round Rock Advisors LLC, November 2024 to June 2025; Greenwich Investment Management, Inc., October 2020 to November 2024; Northwestern Mutual Investment Services,llc, June 2005 to February 2007; Northwestern Mutual Investment Services,llc, November 2004 to February 2005; Asset & Financial Planning, LTD, October 2002 to August 2004.
Where is Heather Sevillano based?
Heather Sevillano’s registered office is in Wilton, CT.
Is Heather Sevillano registered with FINRA?
No. Heather Sevillano has no current broker registration.
How can I verify Heather Sevillano’s record?
Search CRD 4364781 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heather Sevillano’s full registration record.
