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Sydney Leigh Tyler

The Millstone Evans Group, LLC

Boulder, CO

CRD 7890547

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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:

Current Employers
The Millstone Evans Group, Llc

4940 Pearl East Circle Suite 302, Boulder, CO 80301 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-04
  • CO RA
    APPROVED
    Since 2026-08-04

Branch Locations

4940 Pearl East Circle Suite 302, Boulder, CO 80301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Colorado Boulder CO 08/2022 05/2025
The Millstone Evans Group Boulder CO 01/2023 06/2025
The Millstone Evans Group Boulder CO 06/2025 02/2026
Bloom Wealth Advisors Boulder CO 02/2026 04/2026
The Millstone Evans Group Boulder CO 05/2026 Present
Bexley High School Bexley OH 08/2018 05/2022
Bexley Middle School Bexley OH 05/2016 05/2018
  • 08/2022 → 05/2025
    University Of Colorado
    Boulder, CO
  • 01/2023 → 06/2025
    The Millstone Evans Group
    Boulder, CO
  • 06/2025 → 02/2026
    The Millstone Evans Group
    Boulder, CO
  • 02/2026 → 04/2026
    Bloom Wealth Advisors
    Boulder, CO
  • 05/2026 → Present
    The Millstone Evans Group
    Boulder, CO
  • 08/2018 → 05/2022
    Bexley High School
    Bexley, OH
  • 05/2016 → 05/2018
    Bexley Middle School
    Bexley, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-03
  • S65 Uniform Investment Adviser Law Examination
    2026-08-03

View on SEC IAPD

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