# Charles Petredis

> Charles Petredis is a fee-only financial advisor at Petredis Investment Advisors in Warrendale, Pennsylvania, who holds the CFA credential. Petredis Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-petredis/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Petredis Investment Advisors
- **Based in:** Warrendale, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.69B across 1,547 accounts
- **Credentials:** CFA
- **CRD:** 6012796 (https://adviserinfo.sec.gov/individual/summary/6012796)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.petredisia.com/

## Frequently asked questions

### Is Charles Petredis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Petredis Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Petredis Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Charles Petredis based?

Charles Petredis is based in Warrendale, Pennsylvania.

### What credentials does Charles Petredis hold?

Charles Petredis holds the CFA credential.

### Is Charles Petredis registered with the SEC?

Yes. Charles Petredis is registered as an investment adviser representative in PA and TX (CRD 6012796), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Petredis Investment Advisors manage?

Petredis Investment Advisors reports $1.69B across 1,547 accounts in assets under management.

### How do I contact Charles Petredis?

Through Charles's website, www.petredisia.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6012796): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.