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Milestone Financial Associates, LLC CRD 336684
$654M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
330 East Main Street, Macungie, PA 18062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Financial Associates, Llc | Macungie | PA | 05/2008 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2011 | 08/2025 |
1. Instructor with Kutztown University teaching Applied Investment Management; Located at 15200 Kutztown Rd, Kutztown, PA 19530; As of 01/27/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-24 |
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