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Athena Irene Petredis

PETREDIS INVESTMENT ADVISORS LLC·WARRENDALE, Pennsylvania
Series 65Clean record3 years registeredPETREDIS INVESTMENT ADVISORS LLC
100 PINEWOOD LANE, WARRENDALE, PA 15086CRD# 7581797Firm CRD# 322371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Athena Irene Petredis · WARRENDALE, PA
Registration
CRD #7581797 · PETREDIS INVESTMENT ADVISORS LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

PETREDIS INVESTMENT ADVISORS
Jan 2023 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 19, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PETREDIS INVESTMENT ADVISORS LLC
CRD 322371 · SEC 801-126513
AUM
$1.1B
Regulatory assets under management
Employees
7
1,429 client accounts
Services offered by PETREDIS INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PETREDIS INVESTMENT ADVISORS LLC →
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05

Frequently Asked Questions

What services does Athena Irene Petredis offer?
Athena Irene Petredis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WARRENDALE, Pennsylvania for a consultation.
What are Athena Irene Petredis's credentials?
Athena Irene Petredis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Athena Irene Petredis located?
Athena Irene Petredis is based in WARRENDALE, Pennsylvania, working with PETREDIS INVESTMENT ADVISORS LLC. Their office serves clients in the WARRENDALE metropolitan area and surrounding communities.
How does Athena Irene Petredis charge for services?
Athena Irene Petredis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETREDIS INVESTMENT ADVISORS LLC?
PETREDIS INVESTMENT ADVISORS LLC has approximately 7 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PETREDIS INVESTMENT ADVISORS LLC

Alexandra Dorianne Cameron
WARRENDALE, PA
CFP
Christian Sava Petredis
WARRENDALE, PA
CFA
Charles William Petredis
WARRENDALE, PA
CFA
Charles John Petredis
WARRENDALE, PA

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