AdFi
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Robert Joseph Pedrick

Investment Adviser Representative at CHARTERED ADVISORY GROUP

Chadds Ford, PACRD #4872454Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
3 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
DelawareMarylandPennsylvania
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/17/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 1/28/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/5/2005
Series 24
General Securities Principal Examination
Passed 3/31/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Chartered Advisory Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CHARTERED ADVISORY GROUPCurrent
12/21/2005 – Chadds Ford, PA
SECURITIES AMERICA, INC.
1/6/2005 – 10/23/2023Chadds Ford, PA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CHARTERED ADVISORY GROUP

3 other advisors in the directory

Angela M Bean
Investment Adviser Representative
Dual-registered
William Henry Kantner IV
Investment Adviser Representative
Dual-registered
Sean Patrick Smith
Investment Adviser Representative
Dual-registered
View CHARTERED ADVISORY GROUP firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Joseph Pedrick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.