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Pamela Nessa Perskie

Seven Mile Advisory LLC

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About Pamela Nessa Perskie

Pamela Nessa Perskie is an investment advisor representative with Seven Mile Advisory LLC, a firm located in Ewing, New Jersey. Pamela has been in the financial services industry for over 20 years and is a registered investment advisor in multiple states.

Firm Information

Pamela Perskie 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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Pamela Perskie’s Registration & Firm History

NJ

05/01/2023 - Present

Seven Mile Advisory LLC (EWING NJ)

NY

10/21/2003 - 09/13/2005

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pamela Nessa Perskie.
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