Unclaimed Profile

Charles Edward Petrie

TRUEDGE ASSET MANAGEMENT LLC·CARMEL, Indiana

SIE, Series 3, Series 6, Series 7, Series 63, Series 65Clean record15 years registeredTRUEDGE ASSET MANAGEMENT LLC

484 EAST CARMEL DRIVE, CARMEL, IN 46032CRD# 2939525Firm CRD# 323442

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Edward Petrie · CARMEL, IN

Registration

CRD #2939525 · TRUEDGE ASSET MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRUEDGE ASSET MANAGEMENT LLC

TRUEDGE ASSET MANAGEMENT LLC

Aug 2023 – Nov 2024

Raleigh, NC

WEALTHSHIELD LLC

Apr 2018 – Jul 2023

CARY, NC

DOLAN CAPITAL GROUP, LLC

Jan 2016 – Apr 2018

Raaleigh, NC

ZEGA FINANCIAL, LLC

Aug 2013 – Oct 2014

RALEIGH, NC

WINTHROP CAPITAL MANAGEMENT

Jul 2011 – Jan 2012

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 6, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUEDGE ASSET MANAGEMENT LLC

CRD 323442 · SEC 801-127556

AUM

$281K

Regulatory assets under management

Employees

2 client accounts

Services offered by TRUEDGE ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at TRUEDGE ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Charles Edward Petrie offer?

Charles Edward Petrie specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Charles Edward Petrie's credentials?

Charles Edward Petrie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Edward Petrie located?

Charles Edward Petrie is based in CARMEL, Indiana, last registered with TRUEDGE ASSET MANAGEMENT LLC.

How does Charles Edward Petrie charge for services?

Charles Edward Petrie's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUEDGE ASSET MANAGEMENT LLC?

TRUEDGE ASSET MANAGEMENT LLC has approximately 5 employees and manages $281K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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