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Charles John Petredis

PETREDIS INVESTMENT ADVISORS LLC·WARRENDALE, Pennsylvania
SIE, Series 7, Series 63, Series 6520 years registeredPETREDIS INVESTMENT ADVISORS LLC
100 PINEWOOD LANE, WARRENDALE, PA 15086CRD# 1112552Firm CRD# 322371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles John Petredis · WARRENDALE, PA
Registration
CRD #1112552 · PETREDIS INVESTMENT ADVISORS LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

PETREDIS INVESTMENT ADVISORS
Dec 2022 – present
WELLS FARGO CLEARING SERVICES, LLC
Mar 2006 – Dec 2022
SEWICKLEY, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · March 2, 2006
Years registered · 20
03

Disclosure History

2011Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Charles John Petredis offer?
Charles John Petredis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WARRENDALE, Pennsylvania for a consultation.
What are Charles John Petredis's credentials?
Charles John Petredis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles John Petredis located?
Charles John 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 Charles John Petredis charge for services?
Charles John 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
Athena Irene Petredis
WARRENDALE, PA
Charles William Petredis
WARRENDALE, PA
CFA

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