AdFi
DS

David Samuel Coult

Investment Adviser Representative at MILESTONE FINANCIAL ASSOCIATES, LLC

Macungie, PACRD #2859900Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Pennsylvania
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/31/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 2/27/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/10/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/19/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Milestone Financial Associates, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MILESTONE FINANCIAL ASSOCIATES, LLCCurrent
8/3/2025 – Macungie, PA
COMMONWEALTH FINANCIAL NETWORK
10/4/2011 – 7/31/2025Macungie, PA
HORNOR, TOWNSEND & KENT, INC.
5/7/2003 – 10/14/2011Macungie, PA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MILESTONE FINANCIAL ASSOCIATES, LLC

7 other advisors in the directory

Holly O Clarke
Investment Adviser Representative
Investment Adviser Rep
Jeffrey Alex Hegedus
Investment Adviser Representative
Dual-registered
Paul Anthony Juliano
Investment Adviser Representative
Dual-registered
Jeff W Lanscek
Investment Adviser Representative
Investment Adviser Rep
Justin Russell Miller
Investment Adviser Representative
Dual-registered
Justin T Poccia
Investment Adviser Representative
Investment Adviser Rep
Mihir Shital Saudagar
Investment Adviser Representative
Dual-registered
View MILESTONE FINANCIAL ASSOCIATES, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Samuel Coult has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Samuel Coult - Financial Advisor in Macungie, PA | AdvisorFinder