Athena I. Mallios

PETREDIS INVESTMENT ADVISORS

WARRENDALE, PA 15086

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CRD#: 7581797

Professional summary

Athena Irene Mallios, who also goes by Athena Irene Petredis, is a registered financial advisor currently at PETREDIS INVESTMENT ADVISORS located in Warrendale, Pennsylvania.

Athena is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Athena has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Athena Irene 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.

MICHELE'S DANCE CENTER; NON INV RELATED; 9825 PERRY HWY, WEXFORD, PA 15090; DANCE TEACHER; 10/2022; 3 HOURS/MONTH; 0 HOURS DURING TRADING; DANCE TEACHER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Athena Irene Mallios'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

January 19, 2023 - Present

PETREDIS INVESTMENT ADVISORS

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

RIA

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".

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
(1/19/2023)

IAR

Texas
(1/19/2023)

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 65

Date: 1/14/2023

Uniform Investment Adviser Law 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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Athena I. Mallios

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Athena Irene Mallios's CRS (Customer Relationship Summary).

Certified licenses

Experience

PETREDIS INVESTMENT ADVISORS

Primary Firm SEC Registration

PETREDIS INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2023

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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