Anna Todorova has been Director of Operations of The Millstone Evans Group since April 2026, is a control person of the firm and directly owns under 5% of it.
The Millstone Evans Group, LLC is a Boulder, CO firm with $893M under management, 654 clients and 8 advisers across 2 offices, as of its July 2026 filing.
Anna Todorova’s longest registration was 9 years at Syntrinsic Investment Counsel, LLC. (2014–2023). Before joining The Millstone Evans Group in 2026, Anna Todorova was registered through Ima Advisory Services, Inc. and Syntrinsic LLC.
- – present · under a yearBoulder, CO · Adviser representative · Firm CRD 311142
- Ima Advisory Services, Inc.– · under a yearDenver, CO · Adviser representative · Firm CRD 112091
- Syntrinsic LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 327054
- Syntrinsic Investment Counsel, LLC.– · 9 yearsDenver, CO · Adviser representative · Firm CRD 147978
Investment adviser representative registrations
Anna Todorova is registered as an investment adviser representative in Colorado, since May 2026.
- ColoradoSince 6 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 November 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Anna Sergeeva Todorova
- CRD
- 5832839
- Firm
- The Millstone Evans Group · CRD 311142
- Role
- Director of Operations
- Office
- 4940 PEARL EAST CIRCLE, SUITE 302, Boulder, CO 80301
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Anna Todorova work?
Anna Todorova has been Director of Operations of The Millstone Evans Group, LLC since April 2026, and is a control person of the firm.
Is Anna Todorova a financial advisor?
Yes. Anna Todorova has a current investment-adviser registration in Colorado, through The Millstone Evans Group since May 2026.
How many years of experience does Anna Todorova have?
Anna Todorova has 11 years in the financial industry, since April 2015, across 4 adviser firms.
What exams has Anna Todorova passed?
Anna Todorova passed the Series 65 in November 2014.
Where did Anna Todorova work before The Millstone Evans Group?
Before The Millstone Evans Group, Anna Todorova was registered through Ima Advisory Services, Inc., January 2025 to November 2025; Syntrinsic LLC, July 2023 to January 2025; Syntrinsic Investment Counsel, LLC., November 2014 to December 2023.
Where is Anna Todorova based?
Anna Todorova’s registered office is in Boulder, CO.
Is Anna Todorova registered with FINRA?
No. Anna Todorova has no current broker registration.
How can I verify Anna Todorova’s record?
Search CRD 5832839 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anna Todorova’s full registration record.
