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TN

Toni A. Noto

THE MILLSTONE EVANS GROUP
BOULDER, CO 80301
Some features on this profile are disabled
CRD#: 1454948
TN

Professional summary

Toni Ann Noto, who also goes by Toni A Burnside, Toni Ann Burnside, Toni Noto, Toni Ann Stgeorge, Toni Whiddon, is a registered financial advisor currently at THE MILLSTONE EVANS GROUP, LLC located in Boulder, Colorado.

Toni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Toni has worked at 4 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Toni A Burnside | Toni Ann Burnside | Toni Noto | Toni Ann Stgeorge | Toni Whiddon

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Toni Ann Noto'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

January 4, 2021 - Present

THE MILLSTONE EVANS GROUP, LLC

Office #1: 4940 Pearl East Circle Suite 302, Boulder, CO 80301
RIA
CRD#: 311142
BOULDER, CO
Past

May 3, 2016 - January 5, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
BOULDER, CO
Past

July 15, 2014 - January 5, 2021

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
BOULDER, CO
Past

December 5, 2007 - January 7, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
CARROLLTON, GA
Past

November 6, 2007 - January 7, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
CARROLLTON, GA
Past

January 27, 2000 - April 7, 2006

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
ST. PETERSBURG, FL
Past

January 27, 2000 - April 7, 2006

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

March 19, 1986 - January 18, 2000

AMUNI FINANCIAL, INC.

BD
CRD#: 8365
ST. PETERSBURG, FL

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".
TM
THE MILLSTONE EVANS GROUP, LLC
THE MILLSTONE EVANS GROUP, LLC

CRD#: 311142 / SEC#: 801-119896

RIA
Registered Investment Advisory firm - (11/30/2020 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
Colorado
(1/4/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/2/2016
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/20/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/6/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/15/2014
General Securities Representative Examination

Current Firm

TM
THE MILLSTONE EVANS GROUP, LLC
THE MILLSTONE EVANS GROUP, LLC

CRD#: 311142 / SEC#: 801-119896

RIA
Registered Investment Advisory firm - (11/30/2020 Approved)
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Contact information

Main Address
4940 Pearl East Circle Suite 302, Boulder, CO 80301
Mailing Address
Phone number
(720) 728-2801
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE MILLSTONE EVANS GROUP FORM ADV PART 2A BROCHURE (4/21/2025)
THE MILLSTONE EVANS GROUP FORM ADV PART 2A WRAP PROGRAM BROCHURE (4/21/2025)

Regulatory assets under management

Total Number of Accounts2,314
AUM (Assets Under Management)$ 777,932,541

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.

Company Information

THE MILLSTONE EVANS GROUP, LLC

CRD#: 311142Boulder, CO 80301

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Contact information

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