Nicole
Bellefeuille

Seven Mile Advisory LLC

CRD#7626980
Investment Advisor
in Denver, CO

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About this Advisor

Nicole Bellefeuille is a financial advisor working in Denver, Colorado. Bellefeuille is currently employed by Seven Mile Advisory LLC. The advisor has gained experience at Crestone Asset Management, LLC, Evercore Partners, Aj Wealth, Coastal Bridge Advisors, Gfi Group, In Marketing Services, Transpo Industries, Student and Seven Mile Advisory. Bellefeuille holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Colorado. Seven Mile Advisory LLC is a business that has its headquarters in Trenton, NJ. The firm has offices in four locations and just three financial advisors. Seven Mile Advisory LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is provided. However, fees billed by Seven Mile Advisory LLC most likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Denver, CO

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Seven Mile Advisory LLC Brokerage Details

Total Number of Employees

3

CO Average: 92

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nicole Bellefeuille Work History

Nicole has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Seven Mile Advisory

2022 - 2023 (1 year)

Crestone Asset Management, LLC

2018 - 2022 (4 years)

Evercore Partners

2017 - 2018 (1 year)

Aj Wealth

2016 - 2016 (< 1 year)

Coastal Bridge Advisors

2015 - 2015 (< 1 year)

Gfi Group

2015 - 2017 (2 years)

Student

2014 - 2014 (< 1 year)

In Marketing Services

2013 - 2013 (< 1 year)

Transpo Industries

2012 - 2014 (2 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicole Bellefeuille to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Seven Mile Advisory LLC

Nicole Bellefeuille
Denver, CO
Keith Feinberg
Garden City, NY
Pamela Perskie
Trenton, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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