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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sacha? Claim Your ProfileSacha Millstone is an Investment Advisor Representative with The Millstone Evans Group, LLC. Sasha has been in the financial services industry since 1985. Sasha is registered with the states of Colorado and Texas. Sasha has passed the Uniform Investment Adviser Law Examination (Series 65), Uniform Securities Agent State Law Examination (Series 63), General Securities Representative Examination (Series 7) and Securities Industry Essentials Examination (SIE). Sasha has experience working at firms like Raymond James & Associates, Inc., Ferris, Baker Watts Incorporated, and Smith Barney, Harris Upham & Co., Incorporated. The Millstone Evans Group, LLC offers financial planning, portfolio management for individuals, educational seminars, and publication of periodicals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Blogs and podcasts
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
01/11/2022 - Present
THE Millstone Evans Group, LLC (BOULDER CO)
DC
05/26/1994 - 12/31/2020
RAYMOND JAMES & ASSOCIATES, INC. (WASHINGTON DC)
MD
08/13/1990 - 06/07/1994
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NY
05/21/1985 - 08/20/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 06/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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