Robert Pedrick has been an investment adviser representative at Chartered Advisory Group since December 2005, and is not listed among the firm’s executive officers or direct owners.
Chartered Advisory Group, Inc. is a Chadds Ford, PA firm with $128M under management, 283 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Robert J. Pedrick is Executive Vice President & Advisor of Chartered Advisory Group, based in Chadds Ford, Pennsylvania. He joined Chartered in 2004 and serves on the Planning Team and as Co-Director of Client Service. He also oversees the firm's organizational development and corporate finances.
- Chartered Advisory GroupCurrent– present · 20 yearsChadds Ford, PA · Adviser representative · Firm CRD 116517
Investment adviser representative registrations
Robert Pedrick is registered as an investment adviser representative in 3 states. Each was approved in December 2005.
- DelawareSince 21 December 2005
- MarylandSince 21 December 2005
- PennsylvaniaSince 21 December 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 October 2005 |
| Series 24 | General Securities Principal Examination | 31 March 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 January 2005 |
| Series 7 | General Securities Representative Examination | 5 January 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Joseph Pedrick
- CRD
- 4872454
- Firm
- Chartered Advisory Group · CRD 116517
- Office
- 130 COMMONS COURT, Chadds Ford, PA 19317
- Registration
- Investment adviser registration
- In the industry since
- January 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- charteredadvisorygroup.com
Where does Robert Pedrick work?
Robert Pedrick is an investment adviser representative registered through Chartered Advisory Group, Inc. since December 2005, and is not listed among the firm’s executive officers or direct owners.
Is Robert Pedrick a financial advisor?
Yes. Robert Pedrick has a current investment-adviser registration in Delaware, Maryland and Pennsylvania, through Chartered Advisory Group since December 2005.
How many years of experience does Robert Pedrick have?
Robert Pedrick has 21 years in the financial industry, since January 2005, across 1 adviser firm.
What exams has Robert Pedrick passed?
Robert Pedrick has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 66. The earliest, the Series 7, was passed in January 2005. FINRA credited Robert Pedrick with the SIE, which began in October 2018.
Where is Robert Pedrick based?
Robert Pedrick’s registered office is in Chadds Ford, PA.
Is Robert Pedrick registered with FINRA?
No. Robert Pedrick has no current broker registration.
How can I verify Robert Pedrick’s record?
Search CRD 4872454 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Pedrick’s full registration record.
