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Eric Matthew Fencil

Petredis Investment Advisors

Warrendale, PA

CRD 5770081

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Employer firm

Petredis Investment Advisors CRD 322371

$1.69B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Petredis Investment Advisors

100 Pinewood Lane Suite 307, Warrendale, PA 15086 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-21
TX RA APPROVED 2024-08-21
  • PA RA
    APPROVED
    Since 2024-08-21
  • TX RA
    APPROVED
    Since 2024-08-21

Branch Locations

100 Pinewood Lane Suite 307, Warrendale, PA 15086 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Petredis Investment Advisors Warrendale PA 08/2024 Present
La Roche University Pittsburgh PA 08/2023 10/2025
Carnegie Mellon University Pittsburgh PA 08/2022 10/2022
Troutwood Pittsburgh PA 05/2022 06/2024
Federal Home Loan Bank Pittsburgh Pittsburgh PA 01/2015 05/2022
  • 08/2024 → Present
    Petredis Investment Advisors
    Warrendale, PA
  • 08/2023 → 10/2025
    La Roche University
    Pittsburgh, PA
  • 08/2022 → 10/2022
    Carnegie Mellon University
    Pittsburgh, PA
  • 05/2022 → 06/2024
    Troutwood
    Pittsburgh, PA
  • 01/2015 → 05/2022
    Federal Home Loan Bank Pittsburgh
    Pittsburgh, PA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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