Pamela Perskie has been President/Chief Executive Officer/Chief Compliance Officer of Seven Mile Advisory since January 2023, is a control person of the firm and directly owns 75% or more of it. Pamela Perskie holds a Bachelor's degree in Economics (concentration in Finance) from The Wharton School, University of Pennsylvania and an MBA from Harvard Business School.
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.
Pamela Perskie is Founder and CEO of Seven Mile Advisory. Previously she was a managing director and the head of the New York office of SCS Financial, and a director at BBR Partners. She began her wealth management career as an investment advisor at Morgan Stanley's Private Wealth Management Group.
Pamela Perskie’s longest registration is the current one, 3 years at Seven Mile Advisory since 2023. Before joining Seven Mile Advisory in 2023, Pamela Perskie was registered through Mariner Platform Solutions and Adviceperiod, LLC.
- Mariner Platform Solutions– · 1 yearLittle Silver, NJ · Adviser representative · Firm CRD 305418
- Adviceperiod, LLC– · 2 yearsLittle Silver, NJ · Adviser representative · Firm CRD 169828
Investment adviser representative registrations
Pamela Perskie is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from March 2023; the most recent is New York, in June 2024.
- CaliforniaSince 28 April 2023
- ColoradoSince 13 April 2023
- FloridaSince 3 August 2023
- New JerseySince 29 March 2023
- New YorkSince 21 June 2024
- TexasResidentSince 1 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 2019 |
| Series 66 | Uniform Combined State Law Examination | 24 October 2003 |
| Series 7 | General Securities Representative Examination | 20 October 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Pamela Nessa Perskie
- CRD
- 4558661
- Firm
- Seven Mile Advisory · CRD 324114
- Role
- President/Chief Executive Officer/Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sevenmileadvisory.com
Where does Pamela Perskie work?
Pamela Perskie has been President/Chief Executive Officer/Chief Compliance Officer of Seven Mile Advisory LLC since January 2023, and is a control person of the firm.
Is Pamela Perskie a financial advisor?
Yes. Pamela Perskie has a current investment-adviser registration in California, Colorado, Florida, New Jersey, New York and Texas, through Seven Mile Advisory since March 2023.
How many years of experience does Pamela Perskie have?
Pamela Perskie has 7 years in the financial industry, since June 2019, across 3 adviser firms.
What exams has Pamela Perskie passed?
Pamela Perskie has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in October 2003.
Where did Pamela Perskie work before Seven Mile Advisory?
Before Seven Mile Advisory, Pamela Perskie was registered through Adviceperiod, LLC, June 2019 to March 2022.
Is Pamela Perskie registered with FINRA?
No. Pamela Perskie has no current broker registration.
How can I verify Pamela Perskie’s record?
Search CRD 4558661 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Pamela Perskie’s full registration record.