EF
Eric M. Fencil
PETREDIS INVESTMENT ADVISORS
WARRENDALE, PA 15086
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CRD#: 5770081
EF
Professional summary
Eric Matthew Fencil is a registered financial advisor currently at PETREDIS INVESTMENT ADVISORS located in Warrendale, Pennsylvania.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Eric has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
LA ROCHE UNIVERSITY, NOT INVESTMENT-RELATED, 9000 BABCOCK BLVD PITTSBURGH PA 15237, PRIVATE UNIVERSITY, ADJUNCT PROFESSOR, START 08/2023,16 HOURS PER MONTH, 0 HOURS PER MONTH DURING SECURITIES TRADING, TEACHES CLASSES FOR ACCOUNTING STUDENTS. CFA SOCIETY, NOT INVESTMENT-RELATED, PO BOX 1212 PITTSBURGH PA 15230, PROFESSIONAL EDUCATION AND NETWORKING, CO-PRESIDENT OF BOARD OF DIRECTORS, START JULY 2024, 4 HOURS PER MONTH, 1 HOUR PER MONTH DURING SECURITIES TRADING, LEADS BOARD MEETINGS AND ENGAGES IN STRATEGIC PLANNING AND FUNDING DECISIONS.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Matthew Fencil'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
August 21, 2024 - Present
PETREDIS INVESTMENT ADVISORS
Office #1: 100 Pinewood Lane Suite 307, Warrendale, PA 15086RIA
CRD#: 322371
WARRENDALE, 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(8/21/2024)
IAR
Texas(8/21/2024)
Exams
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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