Director of Operations · The Millstone Evans Group, LLC
Anna Todorova
CRD 5832839 · Named on Form ADV at one SEC-registered adviser
At a glance
The Millstone Evans Group, LLC, an SEC-registered wealth manager based in Boulder, CO with $893 million in regulatory assets, lists Anna Todorova on its Form ADV as Director of Operations, a control person.
Firms and roles
- The Millstone Evans Group, LLCDirector of OperationsWealth manager · Boulder, CO · $893M in regulatory assets
AtlasMembers
Anna’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Sacha MillstonePreisdent, The Millstone Evans Group, LLC
- Byron K. WilsonChief Compliance Officer, The Millstone Evans Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.