Mihir Shital Saudagar
Investment Adviser Representative at Milestone Financial Associates, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mihir Shital Saudagar is an investment adviser representative with Milestone Financial Associates, LLC in Macungie, PA, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 4 firms, including Commonwealth Financial Network and Cornerstone Advisors Asset Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Manheim Township High SchoolAug 2015 – Jun 2017Lancaster, PA
- Millersville UniversityAug 2017 – Jul 2020Millersville, PA
- Millersville UniversityJan 2020 – Apr 2020Millersville, PA
- Pennsylvania State UniversityAug 2020 – May 2021State College, PA
- Cornerstone Benefits, Inc.Jul 2021 – Aug 2023Bethlehem, PA
- Cornerstone Advisors Asset Management, LLCJul 2021 – Aug 2023Bethlehem, PA
- M. Holdings Securities, Inc.Jul 2021 – Aug 2023Bethlehem, PA
- Cornerstone Institutional Investors, LLCJul 2021 – Aug 2023Bethlehem, PA
- Commonwealth Financial NetworkSep 2023 – Apr 2025Waltham, MA
- Milestone Financial Associates, LLCSep 2023 – Apr 2025Macungie, PA
- Milestone Financial Associates, LLCAug 2025 – no end date reportedMacungie, PA
- Commonwealth Financial NetworkApr 2025 – Aug 2025Waltham, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Milestone Financial Associates, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, financial planning, estate planning, business planning, and employer benefit plans. Retirement planning services include tax planning, Roth IRA conversions, RMD management, IRMAA Medicare premium monitoring, healthcare cost evaluation, long-term care options, diversified investment strategies, and beneficiary and estate document guidance.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Macungie, PA
- SEC file number:
- 801-133757
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Milestone Financial Associates, LLC
7 other advisors in the directory
Similar advisors in Macungie, PA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mihir Shital Saudagar 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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