Athena
Petredis

Petredis Investment Advisors

CRD#7581797
Investment Advisor
in Warrendale, PA

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About this Advisor

Athena Petredis is a financial advisor based in Warrendale, Pennsylvania, working with Petredis Investment Advisors. Athena has previously held positions at Royal Caribbean Cruises LTD, Enterprise Technology Research, Petredis Investment Advisors, Office Of Congressman Keith J Rothfus, Turner Broadcasting System, Inc, Emory University, Walt Disney World Resort, and Michele's Dance Center. Athena has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Athena 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 65

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

Athena Petredis Work History

2022 - Present (2 years)

Petredis Investment Advisors

2022 - Present (2 years)

Michele'S Dance Center

2019 - 2022 (3 years)

Enterprise Technology Research

2017 - 2018 (1 year)

Royal Caribbean Cruises LTD

2017 - 2017 (< 1 year)

Walt Disney World Resort

2016 - 2016 (< 1 year)

Turner Broadcasting System, Inc

2014 - 2014 (< 1 year)

Office Of Congressmant Keith J Rothfus

2014 - 2017 (3 years)

Emory University

Disclosures

Please visit the SEC profile of Athena Petredis 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

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

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