A complete list of active advisors currently associated with Petredis Investment Advisors

Warmer can help you find a great advisor at Petredis Investment Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Petredis Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.