Charles J. Petredis
PETREDIS INVESTMENT ADVISORS | Managing Director - Investments
WARRENDALE, PA 15086
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CRD#: 1112552
Professional summary
Charles John Petredis, who also goes by Charles J Petredis, Charlie Petredis, is a registered financial advisor currently at PETREDIS INVESTMENT ADVISORS located in Warrendale, Pennsylvania.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Charles has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Trading individual securities
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Charles J Petredis | Charlie Petredis
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SHADYSIDE ACADEMY, INV RELATED, PITTSBURGH, PA, FINANCE COMMITTEE MEMBER, START 1/1/2010, 4 HOURS PER MONTH, ZERO DURING TRADING, REVIEWING AND ESTABLISHING BUDGET. SHADYSIDE ACADEMY, INV RELATED, PITTSBURGH, PA, ENDOWMENT COMMITTEE MEMBER, START 1/1/2013, 4 HOURS PER MONTH, ZERO DURING TRADING, REVIEWING ALLOCATION AND CASH FLOWS. HOLY TRINITY GREEK ORTHODOX CHURCH; INVESTMENT RELATED; PITTSBURGH,PA; FINANCE COMMITTEE MEMBER; START 1/1/2020; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUS REVENUE, EXPENSES, AND DEBT PAYMENT. PENN STATE SMEAL COLLEGE OF BUSINESS, INVT RELATED, UNIVERSITY PARK, PA, FINANCE ADVISORY BOARD, START DATE 4/30/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS MATTERS OF STRATEGIC IMPORTANCE, COMMITMENT OF $100,000 TO FINANCE DEPT, DISCUSSING HOW TO HELP STUDENTS TRANSLATE REAL WORLD EXPERIENCE WITH INVESTING INTO CAREER SUCCESS, THE RISE AND FALL OF MARKETS IN THE STATE OF THE ART ROGERS FAMILY TRADING ROOM.DEVELOPING PROGRAM OF STUDY FOR STUDENTS THAT REFLECT LATEST ACADEMIC RESEARCH AND BRIDGING THE GAP BETWEEN THE FINANCE PROFESSION AND ACADEMIC SCHOLARSHIP FOR STUDENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Charles John Petredis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 2, 2022 - Present
PETREDIS INVESTMENT ADVISORS
Office #1: 100 Pinewood Lane Suite 307, Warrendale, PA 15086RIA
CRD#: 322371
WARRENDALE, PA
Past
March 2, 2006 - December 7, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SEWICKLEY, PA
Past
March 1, 2006 - December 7, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SEWICKLEY, PA
Past
October 10, 1994 - March 1, 2006
HUNTER ASSOCIATES LLC
BD
CRD#: 30177
PITTSBURGH, PA
Past
April 20, 1983 - October 11, 1994
PARKER/HUNTER INCORPORATED
BD
CRD#: 7324
PITTSBURGH, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PETREDIS INVESTMENT ADVISORS
PETREDIS INVESTMENT ADVISORS | PETREDIS INVESTMENT ADVISORS LLC
CRD#: 322371 / SEC#: 801-126513
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(12/2/2022)
IAR
Texas(1/12/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PI
PETREDIS INVESTMENT ADVISORS
PETREDIS INVESTMENT ADVISORS | PETREDIS INVESTMENT ADVISORS LLC
CRD#: 322371 / SEC#: 801-126513
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Pinewood Lane Suite 307, Warrendale, PA 15086
Mailing Address
Phone number
(878) 231-4300
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,499 |
| AUM (Assets Under Management) | $ 1,404,595,036 |
Red Flags
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Company Information
PETREDIS INVESTMENT ADVISORS
Managing Director - InvestmentsCRD#: 322371Warrendale, PA 15086TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
