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Joseph Robert Perskie

SEVEN MILE ADVISORY LLC·EWING, New Jersey
Clean recordSEVEN MILE ADVISORY LLC
100 CHARLES EWING BLVD, EWING, NJ 08628CRD# 7686108Firm CRD# 324114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Robert Perskie · EWING, NJ
Registration
CRD #7686108 · SEVEN MILE ADVISORY LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Robert Perskie is a registered financial advisor based in EWING, New Jersey, affiliated with SEVEN MILE ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SEVEN MILE ADVISORY LLC
SEVEN MILE ADVISORY LLC
AUM
$328M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SEVEN MILE ADVISORY LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7686108
Firm CRD# 324114
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Robert Perskie offer?
Joseph Robert Perskie specializes in Financial Planning, Investment Management. Contact their office in EWING, New Jersey for a consultation.
What are Joseph Robert Perskie's credentials?
Joseph Robert Perskie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Robert Perskie located?
Joseph Robert Perskie is based in EWING, New Jersey, working with SEVEN MILE ADVISORY LLC. Their office serves clients in the EWING metropolitan area and surrounding communities.
How does Joseph Robert Perskie charge for services?
Joseph Robert Perskie's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEVEN MILE ADVISORY LLC?
SEVEN MILE ADVISORY LLC has approximately 4 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SEVEN MILE ADVISORY LLC

Pamela Nessa Perskie
EWING, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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