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Petredis Investment Advisors

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Client assets under management

$1,670,416,877

Clients

530

57% high-net worth

Advisors

7

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

76

High

Average account size

$3,151,730

About

Petredis Investment Advisors provides investment management, financial planning, and fiduciary and non‑fiduciary retirement plan services to individuals, high‑net‑worth families, retirement plans, non‑profits and businesses. The firm also offers wealth management and consulting services and administers a wrap fee program as part of its service lineup.

PIA constructs risk‑adjusted, tax‑efficient asset allocations and combines active and passive strategies across equities, fixed income, ETFs, mutual funds and, where appropriate, alternative investments; security selection uses qualitative, quantitative, technical and relative‑strength analysis. Portfolios are actively monitored and the firm may employ margin, short sales, option writing and other derivative or borrowing strategies when client circumstances and objectives warrant.

The firm manages approximately $1.687 billion in discretionary assets with seven advisors, reflecting a notably high AUM per advisor relative to many team firms. PIA also discloses its use of TradePMR/FCC for brokerage (including participation in an asset‑match program), sponsorship of a wrap fee program, and receipt of non‑cash compensation from product sponsors — practices it identifies in the brochure and for which it describes associated conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive Retired

Fee options

Fixed

Up to $20,000

Percentage

Up to 0.90% annually

Project-based

$250-$750 per hour

Main office location

Petredis Investment Advisors

100 Pinewood Lane, Suite 307

Warrendale PA 15086, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Georgia · Kentucky · Louisiana · Maryland · Massachusetts · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Anthony P

Series 65

Warrendale, PA

Petredis Investment Advisors

Anthony Podrasky is a financial advisor at Petredis Investment Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at L!VE Technologies, HBK, and PNC. He has also been involved with the Lions Club. Petredis Investment Advisors serves individuals, families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm offers investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services, using client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies.

Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Charles P

CFA®, Series 66

Warrendale, PA

Petredis Investment Advisors

Charles Petredis is a CFA® charterholder with 14 years of industry experience. He is currently with Petredis Investment Advisors, where he has worked since 2022. Prior to this, he held roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Outside of his advisory work, he serves as a board member for The Saint Constantine School of Pittsburgh and is a member at large for the Whitetail Crossing Homeowners Association. Petredis Investment Advisors serves individuals, multi-generational families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm employs client-specific, risk-adjusted, and tax-aware asset allocations that combine active and passive strategies, offering both discretionary and non-discretionary portfolio management.

Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Eric F

CFA®

Warrendale, PA

Petredis Investment Advisors

Eric Fencil is a CFA® charterholder with one year of industry experience, currently serving as an advisor at Petredis Investment Advisors. He has previously worked at Troutwood and the Federal Home Loan Bank Pittsburgh. In addition to his advisory role, Eric is an adjunct professor at La Roche University, where he teaches accounting courses, and he serves as co-president of the board of directors for the CFA Society in Pittsburgh. Petredis Investment Advisors serves a diverse client base including high-net-worth individuals, multi-generational families, and institutions, managing approximately $1.4 billion in discretionary assets. The firm employs a client-specific, risk-adjusted, and tax-aware investment approach that combines active and passive strategies across various asset classes.

Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Alexandra C

CFP®, Series 66

Warrendale, PA

Petredis Investment Advisors

Alexandra Cameron is a CFP® and holds a Series 66 license with 11 years of industry experience. She currently works at Petredis Investment Advisors, where she has been since 2022. Prior to that, she spent six years at Wells Fargo Clearing and two years at WELLS FARGO Advisors, LLC. Petredis Investment Advisors serves a diverse client base including high-net-worth individuals, multi-generational families, retirement plans, nonprofits, and businesses. The firm manages approximately $1.4 billion in discretionary assets and employs a client-specific, risk-adjusted, and tax-aware investment approach that combines active and passive strategies across various asset classes.

Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Christian P

CFA®, Series 66

Warrendale, PA

Petredis Investment Advisors

Christian Petredis is a CFA® charterholder with 10 years of industry experience. He is a member of Petredis Investment Advisors, where he has worked since 2022. Prior to that, he held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Petredis Investment Advisors serves individuals, multi-generational families, retirement plans, non-profit organizations, and businesses by providing investment and wealth management, financial planning, and fiduciary and non-fiduciary plan-sponsor services. The firm manages approximately $1.4 billion in discretionary assets and employs client-specific, risk-adjusted, and tax-aware asset allocations combining active and passive strategies.

Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Athena M

CFP®, Series 65

Warrendale, PA

Petredis Investment Advisors

Athena Mallios is a CFP® with three years of industry experience, currently serving at Petredis Investment Advisors. Her prior work includes roles at Enterprise Technology Research and Michele's Dance Center. Petredis Investment Advisors serves individuals, families, retirement plans, non-profits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm uses client-specific, risk-adjusted, and tax-aware asset allocations combining active and passive strategies across various investment types.

Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Retired
user avatar

Charles P

Series 63, Series 65

Warrendale, PA

Petredis Investment Advisors

Charles Petredis is a financial advisor with Petredis Investment Advisors in Warrendale, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Petredis serves on finance and endowment committees for Shadyside Academy and Holy Trinity Greek Orthodox Church, and participates on the finance advisory board at Penn State Smeal College of Business. Petredis Investment Advisors serves individuals, families, retirement plans, nonprofits, and businesses, managing approximately $1.4 billion in discretionary assets. The firm constructs client-specific, risk-adjusted, and tax-aware portfolios combining active and passive strategies, with a focus on qualitative, quantitative, and technical analysis.

Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Executive Retired
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