Michael Cappadona has been an investment adviser representative at Seven Mile Advisory since April 2026, and is not listed among the firm’s executive officers or direct owners. Michael Cappadona holds a Bachelor of Science in Finance from Bentley University.
Seven Mile Advisory LLC is a Tallahassee, FL firm with $417M under management, 36 clients and 4 advisers across 5 offices, as of its April 2026 filing.
Michael Cappadona is Vice President and Client Advisor of Seven Mile Advisory. Previously he was a Financial Advisor at Montis Financial, a registered investment advisor in Boston, where he worked with high-net-worth individuals on financial planning, including investment strategies, tax planning and estate planning. He was also a Relationship Advisor at First Citizens Wealth Management.
Michael Cappadona’s longest registration was 1 year at Montis Financial, LLC (2024–2025). Before joining Seven Mile Advisory in 2026, Michael Cappadona was registered through Montis Financial, LLC.
- Montis Financial, LLC– · 1 yearWaltham, MA · Adviser representative · Firm CRD 163986
Professional designations
Listed by Seven Mile Advisory
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Cappadona is registered as an investment adviser representative in Massachusetts, since April 2026.
- MassachusettsSince 16 April 2026
Examinations
No examinations are on Michael Cappadona’s record.
- Full name
- Michael Joseph Cappadona
- CRD
- 8009202
- Firm
- Seven Mile Advisory · CRD 324114
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sevenmileadvisory.com
Where does Michael Cappadona work?
Michael Cappadona is an investment adviser representative registered through Seven Mile Advisory LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Michael Cappadona a financial advisor?
Yes. Michael Cappadona has a current investment-adviser registration in Massachusetts, through Seven Mile Advisory since April 2026.
How many years of experience does Michael Cappadona have?
Michael Cappadona has 1 year in the financial industry, since April 2025, across 2 adviser firms.
Where did Michael Cappadona work before Seven Mile Advisory?
Before Seven Mile Advisory, Michael Cappadona was registered through Montis Financial, LLC, December 2024 to December 2025.
Is Michael Cappadona registered with FINRA?
No. Michael Cappadona has no current broker registration.
Is Michael Cappadona a CFP?
Seven Mile Advisory lists Michael Cappadona with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Cappadona’s record?
Search CRD 8009202 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Cappadona’s full registration record.
