Alexandra
Cameron

Petredis Investment Advisors

CRD#6378151
Investment Advisor
in Warrendale, PA

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About this Advisor

Alexandra Cameron is a financial advisor based in Warrendale, Pennsylvania, working with Petredis Investment Advisors. Alexandra has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Petredis Investment Advisors. Alexandra has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Alexandra is part of Petredis Investment Advisors, which operates out of Warrendale, Pennsylvania. The firm has 7 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Petredis Investment Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 Pinewood Lane Suite 307
Warrendale, PA 15086

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Petredis Investment Advisors Brokerage Details

Total Assets Under Management

$1,110,831,750

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

1,429

PA Average: 3,342
Average Account Size

$777,349

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Alexandra Cameron Work History

2022 - Present (2 years)

Petredis Investment Advisors

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

Disclosures

Please visit the SEC profile of Alexandra Cameron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Petredis Investment Advisors

Athena Petredis
Warrendale, PA
Alexandra Cameron
Warrendale, PA
Christian Petredis
Warrendale, PA
Charles Petredis
Warrendale, PA
Charles Petredis
Warrendale, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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