Sacha Millstone has been Preisdent of The Millstone Evans Group since May 2020, is a control person of the firm and directly owns 75% or more 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.
Sacha Millstone is President of The Millstone Evans Group. She leads the team, which focuses on financial planning and investing, and specializes in retirement planning and distribution strategies, estate planning, longevity planning, charitable giving and managing inherited wealth. She was an early advocate of socially responsible investing in 1986 and practices environmental, social and governance (ESG) investing.
Sacha Millstone’s longest registration was 26 years at Raymond James & Associates, Inc. (1994–2020). Before joining The Millstone Evans Group in 2021, Sacha Millstone was registered through Raymond James & Associates, Inc.
- – present · 5 yearsBoulder, CO · Adviser representative · Firm CRD 311142
- Raymond James & Associates, Inc.– · 26 yearsWashington, DC · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Sacha Millstone is registered as an investment adviser representative in 2 states. The first approvals date from January 2021; the most recent is Texas, in January 2022.
- ColoradoSince 4 January 2021
- TexasSince 11 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 5 June 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 September 1985 |
| Series 7 | General Securities Representative Examination | 18 May 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 1372149
- Firm
- The Millstone Evans Group · CRD 311142
- Role
- Preisdent
- Office
- 4940 PEARL EAST CIRCLE, SUITE 302, Boulder, CO 80301
- Registration
- Investment adviser registration
- In the industry since
- May 1985
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- millstoneevansgroup.com
Where does Sacha Millstone work?
Sacha Millstone has been Preisdent of The Millstone Evans Group, LLC since May 2020, and is a control person of the firm.
Is Sacha Millstone a financial advisor?
Yes. Sacha Millstone has a current investment-adviser registration in Colorado and Texas, through The Millstone Evans Group since January 2021.
How many years of experience does Sacha Millstone have?
Sacha Millstone has 41 years in the financial industry, since May 1985, across 2 adviser firms.
What exams has Sacha Millstone passed?
Sacha Millstone has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1985. FINRA credited Sacha Millstone with the SIE, which began in October 2018.
Where did Sacha Millstone work before The Millstone Evans Group?
Before The Millstone Evans Group, Sacha Millstone was registered through Raymond James & Associates, Inc., May 1994 to December 2020.
Where is Sacha Millstone based?
Sacha Millstone’s registered office is in Boulder, CO.
Is Sacha Millstone registered with FINRA?
No. Sacha Millstone has no current broker registration.
How can I verify Sacha Millstone’s record?
Search CRD 1372149 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sacha Millstone’s full registration record.