David S. Coult

MILESTONE FINANCIAL ASSOCIATES

MACUNGIE, PA 18062

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CRD#: 2859900

Professional summary

David Samuel Coult, CFP®, ChFC®, CLU®, who also goes by David S Coult, is a registered financial advisor currently at MILESTONE FINANCIAL ASSOCIATES, LLC located in Macungie, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. David has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David S Coult

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Fixed insurance sales; conducted at branch location, investment related. 2. Co-owner & President, Milestone Financial Associates, LLC. a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2022; 95% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, Singing Bush Properties, LLC; an entity created for the purpose of managing real estate in Royersford, PA, Macungie, PA & Bethlehem, PA, as of 3/22/2018; 1% time spent during business hours; Conducted at branch; Investment related. 4. Silver Crest Insurance, Inc.; part owner of insurance operating entity; conducted at branch location; investment related. 5. Trustee for company retirement plan; conducted at branch location; investment related. 6. Power of attorney for mary greiss-coult, non-family member; conducted at branch location; investment related. 7. Co-owner & Vice President, NKJD, LLC, property & casualty insurance business; Located in Allentown, PA; as of 08/30/2017; 1% time spent during business hours; Conducted at branch location; investment related. 8. Co-owner, 2103 Properties, LLC an entity created for the purpose of buying and managing commercial real estate at 2103 Stefko Blvd, Bethlehem, PA 18017, as of 4/9/2021; Less than 1% of time spent during business hours; Conducted at branch; Investment related. 9. Owner, 364 Properties, LLC; an entity created for the purpose of managing real estate in Honesdale, PA; as of 1/01/2024; 1% of time spent during business hours; No conducted at branch; Investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Samuel Coult's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

August 3, 2025 - Present

MILESTONE FINANCIAL ASSOCIATES, LLC

Office #1: 330 East Main Street, Macungie, PA 18062

RIA

CRD#: 336684

MACUNGIE, PA

Past

October 4, 2011 - July 31, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

MACUNGIE, PA

Past

October 4, 2011 - July 31, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

MACUNGIE, PA

Past

May 7, 2003 - October 14, 2011

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

MACUNGIE, PA

Past

May 21, 2001 - October 14, 2011

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

MACUNGIE, PA

Past

March 31, 1998 - May 29, 2001

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

March 20, 1997 - February 17, 1998

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

March 20, 1997 - February 17, 1998

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/31/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/27/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/19/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MILESTONE FINANCIAL ASSOCIATES, LLC

MF ADVISORS, LLC | MILESTONE FINANCIAL ASSOCIATES, LLC

CRD#: 336684 / SEC#: 801-133757

RIA

Registered Investment Advisory firm - (6/26/2025 120-Day Approval)

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Contact information

Main Address

330 East Main Street, Macungie, PA 18062

Mailing Address

Phone number

(610) 421-8777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MFA WRAP BROCHURE 072025 (7/29/2025)

MFA FORM ADV PART 2A 72025 (7/29/2025)

Regulatory assets under management

Total Number of Accounts	1,822
AUM (Assets Under Management)	$ 591,672,635

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David S. Coult

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Samuel Coult's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

NYLIFE SECURITIES LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/31/2001

Series 63

Date: 2/27/1997

SIE

Date: 10/1/2018

Series 7

Date: 8/10/2000

Series 6

Date: 3/19/1997

Current Firm

MILESTONE FINANCIAL ASSOCIATES, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONE FINANCIAL ASSOCIATES, LLC

TRUST BUT VERIFY

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