Athena Petredis, financial advisor Warrendale PA

Athena Petredis

CRD Number: 7581797
Current Firm: Petredis Investment Advisors

Athena Petredis (CRD# 7581797) is an Investment Advisor Representative working at Petredis Investment Advisors in Warrendale, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Petredis Investment Advisors Warrendale, PA Dec 2022 - Current 1
Michele's Dance Center Wexford, PA Oct 2022 - Current 1
Enterprise Technology Research New York, NY Jun 2019 - Dec 2022 3
Unemployed Wexford, PA Jan 2019 - Jun 2019 < 1
Royal Caribbean Cruises Ltd Miami, FL Sep 2017 - Dec 2018 1
Walt Disney World Resort Orlando, FL Jun 2017 - Aug 2017 < 1
Emory University Atlanta, GA Aug 2014 - May 2017 2
Turner Broadcasting System, Inc. Atlanta, GA May 2016 - Aug 2016 < 1
Office Of Congressmant Keith J Rothfus Pittsburgh, PA May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2023
Contact Info for Athena I. Petredis
Phone Number: 878-231-4300
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,111
    MILLIONS
  • Total Number of Accounts
    1,429
    ACCOUNTS
  • Average Account Value
    $777,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, GA, KY, LA, MD, NC, NY, OH, PA, TX, VA

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