Charles John Petredis

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Sewickley, PA
• 11/2016 → 12/2022
  Wells Fargo Clearing Services, Llc
  Sewickley, PA
• 12/2022 → Present
  Petredis Investment Advisors
  Warrendale, PA

Previous Registrations

• 2006-03-02 → 2022-12-07
  Wells Fargo Clearing Services, Llc
  Sewickley, PA

Other Businesses

SHADYSIDE ACADEMY, INV RELATED, PITTSBURGH, PA, FINANCE COMMITTEE MEMBER, START 1/1/2010, 4 HOURS PER MONTH, ZERO DURING TRADING, REVIEWING AND ESTABLISHING BUDGET. SHADYSIDE ACADEMY, INV RELATED, PITTSBURGH, PA, ENDOWMENT COMMITTEE MEMBER, START 1/1/2013, 4 HOURS PER MONTH, ZERO DURING TRADING, REVIEWING ALLOCATION AND CASH FLOWS. HOLY TRINITY GREEK ORTHODOX CHURCH; INVESTMENT RELATED; PITTSBURGH,PA; FINANCE COMMITTEE MEMBER; START 1/1/2020; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUS REVENUE, EXPENSES, AND DEBT PAYMENT. PENN STATE SMEAL COLLEGE OF BUSINESS, INVT RELATED, UNIVERSITY PARK, PA, FINANCE ADVISORY BOARD, START DATE 4/30/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO DISCUSS MATTERS OF STRATEGIC IMPORTANCE, COMMITMENT OF $100,000 TO FINANCE DEPT, DISCUSSING HOW TO HELP STUDENTS TRANSLATE REAL WORLD EXPERIENCE WITH INVESTING INTO CAREER SUCCESS, THE RISE AND FALL OF MARKETS IN THE STATE OF THE ART ROGERS FAMILY TRADING ROOM.DEVELOPING PROGRAM OF STUDY FOR STUDENTS THAT REFLECT LATEST ACADEMIC RESEARCH AND BRIDGING THE GAP BETWEEN THE FINANCE PROFESSION AND ACADEMIC SCHOLARSHIP FOR STUDENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-15
• S63 Uniform Securities Agent State Law Examination
  1983-04-08

Other Names

• Charles J Petredis
• Charlie Petredis