Charles Petredis
Petredis Investment Advisors · Warrendale, Pennsylvania
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.
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Facts
| Firm | Petredis Investment Advisors |
|---|---|
| Based in | Warrendale, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.69B across 1,547 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA, TX · CRD 6012796 |
| Exams passed | Series 66 (2012) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.petredisia.com |
| Profile |
How Charles's firm compares
- Petredis Investment Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,547 accounts).
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Questions about Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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