Charlie Petredis is the Managing Director – Investments of Petredis Investment Advisors of Wells Fargo Advisors. Charlie founded his group in 1983 and now oversees over $1.1 billion in client assets
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Charlie was selected by Barron's Magazine as one of America's Top 1,200 Financial Advisors for 2014, 2015, 2016, 2017 and 2018
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Charlie was selected by Forbes Magazine / SHOOK Research as a Best-in-State Wealth Advisor for 2018 and 2020
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Charlie was also selected by the Financial Times as a Top 400 Financial Advisor in the United States for 2018
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Charlie graduated from The Pennsylvania State University, College of Business Administration as Class Marshall in 1980.
Charlie's academic accomplishments include:
- The Wall Street Journal Award - Top Finance Student
- Evan Pugh Scholar - Top 0.5% of the Penn State Class
- Rhodes Scholar Nominee - The College of Business Administration
- Member of Five National Honor Societies
- The National Business Honor Society Seminar - Elected one of the top 25 undergraduate business students in the United States.
- Graduate of the Securities Industry Institute at the University of Pennsylvania’s Wharton School of Business.
Charlie was a Financial Associate with GTE Corporation from 1980-1982 with assignments at Stamford, CT headquarters (Treasury), Washington, D.C. (Legislative), and Tampa, FL (Financial).
He attended Harvard Business School before joining the investment firm of Parker/Hunter in 1983, where he formed his investment practice and became a Senior Vice President.
In 1994, he joined Hunter Associates, an investment advisory firm, as a Senior Vice President.
In 2006, Charlie moved his investment practice and became Managing Director – Investments of Petredis Investment Advisors of Wells Fargo Advisors.
Charlie and his wife, Jan, live in Wexford, PA.
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1. As of December 2020.
2. The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.
3. Ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
4. Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.