Mihir S. Saudagar

MILESTONE FINANCIAL ASSOCIATES

MACUNGIE, PA 18062

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CRD#: 7430510

Professional summary

Mihir Shital Saudagar, AIF® is a registered financial advisor currently at MILESTONE FINANCIAL ASSOCIATES, LLC located in Macungie, Pennsylvania.

Mihir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mihir has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. Cornerstone Benefits, Inc. is the parent company of Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC. 2. M Holdings Securities, Inc.; Investment-Related; Bethlehem, PA; Broker Dealer; Registered Representative; 7/2021; 5% of time; 5% of time during trading hours; Duties include manager due diligence and research. 3. Cornerstone Advisors Asset Management, LLC; Investment-Related; Bethlehem, PA; Investment Advisor; Project Manager, Asset Management; 90% of time; 90% of time during trading hours; Duties include manager due diligence and research. 4. Cornerstone Institutional Investors, LLC; Investment-Related; Bethlehem, PA; Insurance Agency; title Project Manager, Asset Management; 7/2021; 5% of time; 5% of time during trading hours; Duties include manager due diligence and research.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mihir Shital Saudagar'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®

AIF^®

Accredited Investment Fiduciary

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 3, 2023 - August 6, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

MACUNGIE, PA

Past

October 3, 2023 - August 6, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

MACUNGIE, PA

Past

December 3, 2021 - August 7, 2023

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

RIA

CRD#: 138638

BETHLEHEM, PA

Past

December 2, 2021 - December 8, 2021

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

BETHLEHEM, PA

Past

September 27, 2021 - August 8, 2023

M HOLDINGS SECURITIES, INC.

CRD#: 43285

BETHLEHEM, PA

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: 11/23/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/27/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/13/2021

Securities Industry Essentials 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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Mihir S. Saudagar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mihir Shital Saudagar's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILESTONE FINANCIAL ASSOCIATES, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/23/2021

Series 7TO

Date: 9/27/2021

SIE

Date: 7/13/2021

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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