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.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
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 |
- PA
- TX
-
Total Assets Under Management1,111MILLIONS
-
Total Number of Accounts1,429ACCOUNTS
-
Average Account Value$777,349
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, GA, KY, LA, MD, NC, NY, OH, PA, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.