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AT

Anna S. Todorova

THE MILLSTONE EVANS GROUP
BOULDER, CO 80301
Some features on this profile are disabled
CRD#: 5832839
AT

Professional summary

Anna Sergeeva Todorova, who also goes by Anna Todorova, is a registered financial advisor currently at THE MILLSTONE EVANS GROUP, LLC located in Boulder, Colorado.

Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Anna has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anna Todorova

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 Anna Sergeeva Todorova'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

May 6, 2026 - Present

THE MILLSTONE EVANS GROUP, LLC

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

January 2, 2025 - November 19, 2025

IMA WEALTH

RIA
CRD#: 112091
DENVER, CO
Past

July 20, 2023 - January 3, 2025

SYNTRINSIC LLC

RIA
CRD#: 327054
DENVER, CO
Past

November 12, 2014 - December 31, 2023

SYNTRINSIC INVESTMENT COUNSEL, LLC.

RIA
CRD#: 147978
DENVER, CO

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
(5/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/12/2014
Uniform Investment Adviser Law 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)
PREMIUM
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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 (2/12/2026)
THE MILLSTONE EVANS GROUP FORM ADV PART 2A WRAP PROGRAM BROCHURE (2/12/2026)

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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