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Keith J. Feinberg

Seven Mile Advisory LLC

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About Keith J. Feinberg

Keith Feinberg is a Certified Financial Planner™ and a licensed attorney in the state of New York. Keith is registered as an investment advisor representative with Seven Mile Advisory LLC in Garden City, New York and Ewing, New Jersey. Keith provides financial planning and portfolio management for individuals. Keith has over 10 years of experience in the financial services industry and has worked with several other firms including Baker Sanders, Ohrenstein Brown, BNY Mellon Wealth Management, AltFest Personal Wealth Management, Executive Monetary Management, Cerity Partners LLC, and Mariner Platform Solutions.

Firm Information

Keith Feinberg is currently registered with Seven Mile Advisory LLC. Seven Mile Advisory LLC is an investment advisor registered with the SEC, headquartered in Ewing, NJ. They provide financial planning and portfolio management services to high-net-worth individuals. They also offer selection of other advisors, and manage approximately $328,014,197 in assets for 226 clients. The firm has 4 investment advisor representatives and has been in business for several years.
Seven Mile Advisory LLC

100 CHARLES EWING BLVD

EWING, NJ 08628

$328.01M

Assets Under Management

11

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Feinberg’s Registration & Firm History

NY

03/29/2023 - Present

Seven Mile Advisory LLC (GARDEN CITY NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith J. Feinberg.
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