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Alexandra Dorianne Cameron

Petredis Investment Advisors

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About Alexandra Dorianne Cameron

Alexandra Dorianne Cameron is a financial advisor with Petredis Investment Advisors. Alexandra has been in the financial services industry for more than 8 years. Alexandra holds the Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Alexandra previously worked at Wells Fargo Clearing Services, LLC. Alexandra specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The advisor provides financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Alexandra Cameron is currently registered with Petredis Investment Advisors. Petredis Investment Advisors is a registered investment advisor based in Warrendale, PA. The firm manages approximately $1 billion - $10 billion in assets for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. They provide financial planning, portfolio management for individuals and businesses, and pension consulting services. Petredis Investment Advisors also participates in wrap fee programs.
Petredis Investment Advisors

100 PINEWOOD LANE

WARRENDALE, PA 15086

$1.11B

Assets Under Management

4

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexandra Cameron’s Registration & Firm History

PA

01/12/2023 - Present

Petredis Investment Advisors (WARRENDALE PA)

PA

09/11/2014 - 12/07/2022

WELLS FARGO CLEARING SERVICES, LLC (SEWICKLEY PA)

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Licenses & Designations

BOTH

Issued 10/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexandra Dorianne Cameron.
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