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Madeline Marie Stutz

The Millstone Evans Group, LLC

Boulder, CO

CRD 7820250

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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 2023-11-16
  • CO RA
    APPROVED
    Since 2023-11-16

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
Student Manhattan Beach CA 08/2013 06/2019
College Student Boulder CO 08/2019 05/2023
Millstone Evans Group Boulder CO 04/2022 06/2023
Millstone Evans Group Boulder CO 06/2023 Present
The Millstone Evans Group, Llc Boulder CO 10/2023 Present
  • 08/2013 → 06/2019
    Student
    Manhattan Beach, CA
  • 08/2019 → 05/2023
    College Student
    Boulder, CO
  • 04/2022 → 06/2023
    Millstone Evans Group
    Boulder, CO
  • 06/2023 → Present
    Millstone Evans Group
    Boulder, CO
  • 10/2023 → Present
    The Millstone Evans Group, Llc
    Boulder, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-16
  • S65 Uniform Investment Adviser Law Examination
    2023-11-16

View on SEC IAPD

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