Charles W. Petredis

PETREDIS INVESTMENT ADVISORS

WARRENDALE, PA 15086

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CRD#: 6012796

Professional summary

Charles William 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 2012. Charles has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

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.

WHITETAIL CROSSING HOA; HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; 08/30/2022; 1 HOUR PER MONTH, 0 DURING TRADING; MEMBER AT LARGE, ATTEND MEETINGS AND VOTE ON PROPOSALS. THE SAINT CONSTANTINE SCHOOL OF PITTSBURGH; PRIVATE SCHOOL; NOT INVESTMENT RELATED; 06/01/2024; 2 HOURS PER MONTH, 0 DURING TRADING; BOARD MEMBER, ATTEND MEETINGS AND PROVIDE GUIDANCE ON SCHOOL OPERATIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles William Petredis's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 2, 2022 - Present

PETREDIS INVESTMENT ADVISORS

Office #1: 100 Pinewood Lane Suite 307, Warrendale, PA 15086

RIA

CRD#: 322371

WARRENDALE, PA

Past

March 12, 2012 - December 7, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SEWICKLEY, PA

Past

February 20, 2012 - December 7, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SEWICKLEY, 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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/9/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/17/2012

General Securities Representative Examination

Current Firm

PETREDIS INVESTMENT ADVISORS

PETREDIS INVESTMENT ADVISORS | PETREDIS INVESTMENT ADVISORS LLC

CRD#: 322371 / SEC#: 801-126513

RIA

Registered Investment Advisory firm - (9/8/2022 Approved)

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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

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PETREDIS INVESTMENT ADVISORS FORM ADV WRAP BROCHURE (3/11/2025)

PETREDIS INVESTMENT ADVISORS FORM ADV PART 2A BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,499
AUM (Assets Under Management)	$ 1,404,595,036

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Charles W. Petredis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles William Petredis's CRS (Customer Relationship Summary).

Certified licenses

Experience

PETREDIS INVESTMENT ADVISORS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

PETREDIS INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/9/2012

SIE

Date: 10/1/2018

Series 7

Date: 2/17/2012

Current Firm

PETREDIS INVESTMENT ADVISORS

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PETREDIS INVESTMENT ADVISORS

TRUST BUT VERIFY

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