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PZ

Petra Zunt

CRD# 5193392·Registered 2011 - 2024
Previously Registered: Being a previously registered professional could mean that Petra is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Petra Zunt, who also goes by Petra Jezkova, Petra Stuchlik, was a registered financial advisor. Petra was a previously registered financial professional and started their career in finance 2011 - 2024. Petra had worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 99TO, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Petra Jezkova, Petra Stuchlik

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

THE MILLSTONE EVANS GROUP, LLC·CRD# 311142
RIA
Boulder, CO
January 4, 2021 - October 25, 2024
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
RIA
Boulder, CO
October 5, 2016 - December 31, 2020
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
Boulder, CO
October 5, 2016 - December 31, 2020
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Boulder, CO
August 24, 2016 - October 4, 2016
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Boulder, CO
April 1, 2016 - October 4, 2016
CRESTONE SECURITIES LLC·CRD# 103981
BD
Boulder, CO
March 10, 2015 - January 4, 2016
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
Boulder, CO
October 12, 2011 - February 25, 2015

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Current Firm

TM
THE MILLSTONE EVANS GROUP, LLC

THE MILLSTONE EVANS GROUP, LLC

CRD#: 311142 / SEC#: 801-119896
RIA
Registered Investment Advisory firm - SEC (11/30/2020 Approved)

Contact Information

Main Address

4940 Pearl East Circle Suite 302, Boulder, CO 80301

Phone Number

(720) 728-2801

# of Employees

8

SEC notice filing (26 States and Territories)

Registered to provide investment advisory services in 26 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE MILLSTONE EVANS GROUP FORM ADV PART 2A BROCHURE (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,677

AUM (Assets Under Management)

$893,343,036

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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.

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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

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CRD#: 311142 / SEC#: 801-119896
RIA
Registered Investment Advisory firm - SEC (11/30/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2016About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2012About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2024About the Series 7TO exam

Series 99TO — Operations Professional Examination

Passed Mar 2024About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2011About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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