David Samuel Coult
Investment adviser representative at Milestone Financial Associates, LLC
14 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$654.5MFirm assets
Are you David Samuel Coult? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Milestone Financial Associates, LLCOct 2011 to now
- Commonwealth Financial NetworkOct 2011 to Jul 2025
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
Milestone Financial Associates, LLC
$654.5MAssets managed
645Clients
8Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2859900
- Firm CRD
- 336684