Advisor at Seven Mile Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Seven Mile Advisory LLC
Location
Little Silver, NJ
Credentials
Series 65, Series 66
Industry experience
6 years
Pamela Perskie is a financial advisor with Seven Mile Advisory LLC, holding Series 65 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Mariner Platform Solutions, AdvicePeriod, LLC, and SCS Financial. She serves as president of the Wharton Alumni Club of New York, a nonprofit organization. Seven Mile Advisory serves high-net-worth individuals, trusts, estates, qualified purchasers, and institutional clients, providing discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm employs diversified portfolios using both passive and active strategies, focusing on complex or advisory-only engagements with a small advisory team.
Based on Seven Mile Advisory LLC
Based on Seven Mile Advisory LLC
Fixed flat fee for investment management services, based on multiple variables such as account size, complexity, and financial planning needs
Minimum fee: Stated quarterly minimum fee, which may be waived at the Firm's discretion Fee-only: Fixed flat fees increasing annually by an inflation adjuster, typically 3%
Little Silver, NJ
California · Colorado · Florida · New Jersey · New York · Texas
Seven Mile Advisory, LLC
2022 - Present (4 years)
Mariner Platform Solutions
2022 - 2022 (1 year)
AdvicePeriod, LLC
2019 - 2022 (3 years)
SCS Financial
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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