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Charles William Petredis

PETREDIS INVESTMENT ADVISORS LLC·WARRENDALE, Pennsylvania
SIE, Series 7, Series 66CFAClean record14 years registeredPETREDIS 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 · 14 years registered
Brand Profile
Not yet started
01

Career History

PETREDIS INVESTMENT ADVISORS
Dec 2022 – present
WELLS FARGO CLEARING SERVICES, LLC
Mar 2012 – Dec 2022
SEWICKLEY, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 12, 2012
Years registered · 14
Professional designation · CFA
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 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 holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
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

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

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