PP
PP

Pamela Nessa Perskie

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
22 clients
Average Client Portfolio
$17.4M average
Assets Under Management
$382.2M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

100 Charles Ewing Blvd, Suite 160, Ewing, NJ, 08628

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Pamela is the president of the Wharton Alumni Club of New York, a non-profit board, dedicating minimal time. She also serves on the advisory board for Xchange Place Secured Investment Fund, spending minimal time during trading hours to oversee purchases of US government issued zero coupon treasury notes.

Employment History
Current Registrations
Seven Mile Advisory LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Mariner Platform Solutions
March 2022 - March 2023 · 1 yr
Adviceperiod, LLC
June 2019 - March 2022 · 2 yrs 9 mos
State Registrations6 states
CACOFLNJNYTX
Advisor
Exams
No exam information available for this advisor.