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Pamela Nessa Perskie

SEVEN MILE ADVISORY LLC·EWING, New Jersey
Series 7, Series 65, Series 66Clean record7 years registeredSEVEN MILE ADVISORY LLC
100 CHARLES EWING BLVD, EWING, NJ 08628CRD# 4558661Firm CRD# 324114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Pamela Nessa Perskie · EWING, NJ
Registration
CRD #4558661 · SEVEN MILE ADVISORY LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

SEVEN MILE ADVISORY LLC
Mar 2023 – present
MARINER PLATFORM SOLUTIONS
Mar 2022 – Mar 2023
Little Silver, NJ
ADVICEPERIOD, LLC
Jun 2019 – Mar 2022
LITTLE SILVER, NJ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · June 20, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SEVEN MILE ADVISORY LLC
CRD 324114 · SEC 801-127330
AUM
$328M
Regulatory assets under management
Employees
4
226 client accounts
Services offered by SEVEN MILE ADVISORY LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SEVEN MILE ADVISORY LLC →
Introduction

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05

Frequently Asked Questions

What services does Pamela Nessa Perskie offer?
Pamela Nessa Perskie specializes in Financial Planning, Investment Management. Contact their office in EWING, New Jersey for a consultation.
What are Pamela Nessa Perskie's credentials?
Pamela Nessa Perskie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pamela Nessa Perskie located?
Pamela Nessa 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 Pamela Nessa Perskie charge for services?
Pamela Nessa 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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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
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