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Member/founding Prinicpal · Petredis Investment Advisors

Charles J. Petredis

CRD 1112552 · Named on Form ADV at one SEC-registered adviser

At a glance

Petredis Investment Advisors, an SEC-registered wealth manager based in Warrendale, PA with $1.7 billion in regulatory assets, lists Charles J. Petredis on its Form ADV as Member/founding Prinicpal, a control person.

Firms and roles

AtlasMembers

Charles’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.