Athena Irene Mallios
Investment adviser representative at Petredis Investment Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Petredis Investment AdvisorsDec 2022 to now
- Michele's Dance CenterOct 2022 to Oct 2023
- Enterprise Technology ResearchJun 2019 to Dec 2022
- UnemployedJan 2019 to Jun 2019
- Royal Caribbean Cruises LtdSep 2017 to Dec 2018
- Walt Disney World ResortJun 2017 to Aug 2017
- Emory UniversityAug 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7581797
- Firm CRD
- 322371