Toni Ann Noto
Investment adviser representative at The Millstone Evans Group, LLC
13 yearsExperience
1 stateRegistered in
$893.3MFirm assets
5 yearsFirm in business
Are you Toni Ann Noto? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- The Millstone Evans Group, LLCJan 2021 to now
- Raymond James & Associates, Inc.Aug 2013 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CO).
The Millstone Evans Group, LLC
$893.3MAssets managed
654Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1454948
- Firm CRD
- 311142