Eric Matthew Fencil
Investment adviser representative at Petredis Investment Advisors
11 yearsExperience
2 statesRegistered in
CFADesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Petredis Investment AdvisorsAug 2024 to now
- La Roche UniversityAug 2023 to Oct 2025
- Carnegie Mellon UniversityAug 2022 to Oct 2022
- TroutwoodMay 2022 to Jun 2024
- Federal Home Loan Bank PittsburghJan 2015 to May 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Petredis Investment Advisors
Legal name: Petredis Investment Advisors LLC
$1.7BAssets managed
535Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5770081
- Firm CRD
- 322371