Gregory B. Evans

THE MILLSTONE EVANS GROUP

BOULDER, CO 80301

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CRD#: 726398

Professional summary

Gregory Blair Evans, who also goes by Greg Evans, is a registered financial advisor currently at THE MILLSTONE EVANS GROUP, LLC located in Boulder, Colorado.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Gregory has worked at 4 firms and has passed the Series 63, SIE, Series 31, Series 5, Series 7, Series 24, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Evans

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.

(1) IMPACT ON EDUCATION ADDRESS: LOUISVILLE, CO NATURE OF THE BUSINESS: NON PROFIT ORG. - FOUNDER/LEADERSHIP POSITION/TITLE: DIRECTOR INVESTMENT RELATED:NO START DATE: 04/24/2013 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 12 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 1 DESCRIPTION OF DUTIES: I WISH TO JOIN THEIR BOARD WHICH CONSISTS OF 21 OTHER BOARD MEMBERS AND INITIALLY I WILL BE HELPING THEM RUN FUND RAISING EVENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Blair Evans'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

August 12, 1997 - December 31, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

BOULDER, CO

Past

July 7, 1997 - December 31, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

BOULDER, CO

Past

October 2, 1986 - July 9, 1997

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

March 23, 1981 - October 10, 1986

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

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".

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)

IAR

Texas
(1/13/2022)

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

State Security Law Exam

Series 63

Date: 4/2/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/6/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 5

Date: 10/20/1981

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 3/21/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/29/2004

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 8/14/2003

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/14/2003

General Securities Sales Supervisor - Options Module Examination

Current Firm

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

SEC notice filing (26 States and Territories)

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 Accounts	2,314
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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Gregory B. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Blair Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

A. G. EDWARDS & SONS, INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

THE MILLSTONE EVANS GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/2/1981

SIE

Date: 10/1/2018

Series 31

Date: 12/6/2006

Series 5

Date: 10/20/1981

Series 7

Date: 3/21/1981

Series 24

Date: 6/29/2004

Series 10

Date: 8/14/2003

Series 9

Date: 7/14/2003

Current Firm

THE MILLSTONE EVANS GROUP, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE MILLSTONE EVANS GROUP, LLC

TRUST BUT VERIFY

Contact information

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