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Pamela P
Series 66, Series 65
Little Silver, NJ
Seven Mile Advisory LLC
Pamela Perskie is a financial advisor at Seven Mile Advisory LLC with seven years of industry experience. She holds Series 65 and Series 66 designations and previously worked at Mariner Platform Solutions, AdvicePeriod, LLC, and SCS Financial. Perskie serves as president of the Wharton Alumni Club of New York, a nonprofit organization. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm focuses on a concentrated client base, employing a mix of passive and active strategies, and uses third-party managers and platforms to support its services.
Michael C
CFP®
Foxborough, MA
Seven Mile Advisory LLC
Michael Cappadona is a CFP® at Seven Mile Advisory LLC with one year of industry experience. His prior roles include positions at Montis Financial, First Citizens Wealth, SVB Private Wealth, and Boston Private Wealth. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm emphasizes a concentrated client base and uses a blend of passive and active strategies, including third-party managers and customized portfolios with margin or borrowing options for authorized clients.
Emily D
CFP®, Series 66
Tarrytown, NY
Seven Mile Advisory LLC
Emily Darosa is a CFP® with seven years of industry experience, currently serving as a financial advisor at Seven Mile Advisory LLC. Her prior experience includes roles at Range Advisory, Wealthspire Advisors, Fidelity, and Morgan Stanley. Seven Mile Advisory LLC provides discretionary investment management and ongoing financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm employs a mix of passive and active strategies, including customized portfolios for select clients, and focuses on a concentrated client base with substantial assets under advisement.
Nicole A
Series 65
Denver, CO
Seven Mile Advisory LLC
Nicole Araya is a financial advisor at Seven Mile Advisory LLC based in Denver, CO, holding a Series 65 designation with three years of industry experience. Her prior experience includes roles at Crestone Asset Management, Evercore Partners, and AJ Wealth. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm emphasizes customized portfolios using a combination of passive and active strategies and works with a limited number of sophisticated clients through a concentration of advisory relationships.
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