Michael Joseph Cappadona

Employer firm

Seven Mile Advisory LLC CRD 324114

$417M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 05/2018
  Bentley University
  Waltham, MA
• 05/2018 → 07/2021
  Boston Private Wealth
  Boston, MA
• 07/2021 → 03/2023
  Svb Private Wealth
  Boston, MA
• 03/2023 → 10/2024
  First Citizens Wealth
  Boston, MA
• 12/2024 → 11/2025
  Montis Financial
  Waltham, MA
• 12/2025 → Present
  Seven Mile Advisory
  Tallahassee, FL

Previous Registrations

• 2024-12-16 → 2025-12-18
  Montis Financial, Llc
  Waltham, MA

Designations

• Certified Financial Planner

Other Names

• Michael Cappadona