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Paul Anthony Juliano

Milestone Financial Associates, LLC

Macungie, PA

CRD 6232569

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Employer firm

Milestone Financial Associates, LLC CRD 336684

$654M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Milestone Financial Associates, Llc

330 East Main Street, Macungie, PA 18062 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-09
  • PA RA
    APPROVED
    Since 2026-04-09

Branch Locations

330 East Main Street, Macungie, PA 18062 • 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
The Vanguard Group, Inc. Malvern PA 08/2013 03/2026
Milestone Financial Associates, Llc Royersford PA 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-09-12
  • S63 Uniform Securities Agent State Law Examination
    2013-09-12
Designations
  • Certified Financial Planner
Other Names
  • Paul Anthony Juliano

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Nearby Investors

BRUCE D HILLEGASS
DAVID SAMUEL COULT
JEFF W LANSCEK

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · MACUNGIE, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Macungie, PA
OSAIC WEALTH, INC. · EMMAUS, PA

More in Macungie, PA

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