Anna Sergeeva Todorova
Investment adviser representative at The Millstone Evans Group, LLC
12 yearsExperience
1 stateRegistered in
$893.3MFirm assets
5 yearsFirm in business
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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
12 years in the industry.
- The Millstone Evans Group, LLCApr 2026 to now
- UnemployedNov 2025 to Apr 2026
- SyntrinsicSep 2014 to Nov 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
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
- 5832839
- Firm CRD
- 311142