Anna Sergeeva Todorova

Employer firm

The Millstone Evans Group, LLC CRD 311142

$893M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars
• BLOGS AND PODCASTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 05/2019
  Syntrinsic
  Denver, CO
• 05/2019 → 12/2020
  Syntrinsic
  Denver, CO
• 11/2025 → 04/2026
  Unemployed
  Denver, CO
• 12/2020 → 04/2022
  Syntrinsic
  Denver, CO
• 04/2022 → 11/2025
  Syntrinsic
  Denver, CO
• 04/2026 → Present
  The Millstone Evans Group
  Denver, CO

Previous Registrations

• 2025-01-02 → 2025-11-19
  Ima Advisory Services, Inc.
  Denver, CO
• 2023-07-20 → 2025-01-03
  Syntrinsic Llc
  Denver, CO
• 2014-11-12 → 2023-12-31
  Syntrinsic Investment Counsel, Llc.
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-12

Other Names

• Anna Todorova