Paul A. Juliano

MILESTONE FINANCIAL ASSOCIATES

MACUNGIE, PA 18062

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CRD#: 6232569

Professional summary

Paul Anthony Juliano JR, CFP®, who also goes by Paul Anthony Juliano, is a registered financial advisor currently at MILESTONE FINANCIAL ASSOCIATES, LLC located in Macungie, Pennsylvania.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Paul has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Paul Anthony Juliano

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Anthony Juliano JR'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

Experience

Current

April 9, 2026 - Present

MILESTONE FINANCIAL ASSOCIATES, LLC

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

RIA

CRD#: 336684

MACUNGIE, PA

Past

August 3, 2017 - April 2, 2026

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

August 30, 2013 - April 2, 2026

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILESTONE FINANCIAL ASSOCIATES, LLC

MF ADVISORS, LLC | MILESTONE FINANCIAL ASSOCIATES, LLC

CRD#: 336684 / SEC#: 801-133757

RIA

Registered Investment Advisory firm - (6/26/2025 Approved)

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
(4/9/2026)

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

Series 63

Date: 9/12/2013

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: 8/30/2013

General Securities 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 Approved)

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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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Paul A. Juliano

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Anthony Juliano JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILESTONE FINANCIAL ASSOCIATES, LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

MILESTONE FINANCIAL ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/12/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/30/2013

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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