Charles
Petredis
Petredis Investment Advisors
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About this Advisor
Charles Petredis is a financial advisor based in Warrendale, Pennsylvania, working with Petredis Investment Advisors. Charles has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Petredis Investment Advisors. Charles has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Charles 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.
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Petredis Investment Advisors Brokerage Details
$1,110,831,750
7
1,429
$777,349
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Charles Petredis Work History
Petredis Investment Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Charles 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
Warrendale, PA
Warrendale, PA
Warrendale, PA
Warrendale, PA
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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