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MILESTONE FINANCIAL ASSOCIATES, LLC

MACUNGIE, PA · CRD 336684 · IAPD ↗ · milestonefa.com · 6104218777

$654.5MRegulatory AUM
7Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — MILESTONE FINANCIAL ASSOCIATES, LLC notice-filed in DE, FL, NJ, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
74
December 2025 — MILESTONE FINANCIAL ASSOCIATES, LLC grew from 1 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
August 2025 — MILESTONE FINANCIAL ASSOCIATES, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
July 2025 — MILESTONE FINANCIAL ASSOCIATES, LLC (MACUNGIE, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.