Pamela N. Perskie

SEVEN MILE ADVISORY LLC

Ewing, NJ 08628

Some features on this profile are disabled

CRD#: 4558661

Professional summary

Pamela Nessa Perskie, who also goes by Pam Nessa Perskie, Pamela Nessa Weiss, is a registered financial advisor currently at SEVEN MILE ADVISORY LLC located in Ewing, New Jersey.

Pamela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Pamela has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pam Nessa Perskie | Pamela Nessa Weiss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. WHARTON ALUMNI CLUB OF NEW YORK; NOT INVESTMENT RELATED; NEW YORK; NON PROFIT BOARD; PRESIDENT; 6/30/2023; 5 HOURS PER MONTH; 0 DURING TRADING HOURS; NON PROFIT BOARD INVOLVEMENT. 2. XCHANGE PLACE SECURED INVESTMENT FUND; INVESTMENT RELATED; DELAWAR; ADVISORY BOARD MEMEBER; 5/16/2024; 4 HOURS PER MONTH DURING TRADING HOURS; PART OF THE FUND ADVISORY BOARD TO OVERSEE PURCHASES OF US GOVERMENT ISSUED ZERO COUPON TREASURY NOTES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Nessa Perskie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 29, 2023 - Present

SEVEN MILE ADVISORY LLC

Office #1: 100 Charles Ewing Blvd Suite 160, Ewing, NJ 08628

RIA

CRD#: 324114

Ewing, NJ

Past

March 2, 2022 - March 31, 2023

MARINER INDEPENDENT

RIA

CRD#: 305418

Little Silver, NJ

Past

June 20, 2019 - March 30, 2022

ADVICEPERIOD, LLC

RIA

CRD#: 169828

LITTLE SILVER, NJ

Past

October 21, 2003 - September 13, 2005

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SEVEN MILE ADVISORY LLC

CRD#: 324114 / SEC#: 801-127330

RIA

Registered Investment Advisory firm - (2/13/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/28/2023)

IAR

Colorado
(4/13/2023)

IAR

Florida
(8/3/2023)

IAR

New Jersey
(3/29/2023)

IAR

New York
(6/21/2024)

IAR

Texas
(5/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/13/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/24/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/20/2003

General Securities Representative Examination

Current Firm

SEVEN MILE ADVISORY LLC

CRD#: 324114 / SEC#: 801-127330

RIA

Registered Investment Advisory firm - (2/13/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

100 Charles Ewing Blvd Suite 160, Ewing, NJ 08628

Mailing Address

Phone number

(212) 365-5562

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEVEN MILE ADVISORY LLC DISCLOSURE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	347
AUM (Assets Under Management)	$ 382,234,059

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

David Ducharme

DUCHARME WEALTH ADVISORS, LLC

IAR

Jenkintown, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Pamela N. Perskie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pamela Nessa Perskie's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEVEN MILE ADVISORY LLC

MARINER INDEPENDENT

ADVICEPERIOD, LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

SEVEN MILE ADVISORY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/2019

Series 66

Date: 10/24/2003

Series 7

Date: 10/20/2003

Current Firm

SEVEN MILE ADVISORY LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEVEN MILE ADVISORY LLC

TRUST BUT VERIFY

Similar Advisors