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Charles William Petredis

PETREDIS INVESTMENT ADVISORS LLC·WARRENDALE, Pennsylvania
Clean recordPETREDIS INVESTMENT ADVISORS LLC
100 PINEWOOD LANE, WARRENDALE, PA 15086CRD# 6012796Firm CRD# 322371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles William Petredis · WARRENDALE, PA
Registration
CRD #6012796 · PETREDIS INVESTMENT ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles William Petredis is a registered financial advisor based in WARRENDALE, Pennsylvania, affiliated with PETREDIS INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PETREDIS INVESTMENT ADVISORS LLC
PETREDIS INVESTMENT ADVISORS
AUM
$1.1B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PETREDIS INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6012796
Firm CRD# 322371
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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

Athena Irene Petredis
WARRENDALE, PA
Alexandra Dorianne Cameron
WARRENDALE, PA
Christian Sava Petredis
WARRENDALE, PA
Charles John Petredis
WARRENDALE, PA

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