VETTED

Nicholas Terezis

CFA®
Nicholas Terezis
Tel: 740-282-5198 103 Brilliant Ave Suite C Pittsburgh, PA 15215
About Marathon Strategic Advisors, LLC
Marathon Strategic Advisors, LLC is a FEE-ONLY investment manager formed under the premise that every investor deserves completely objective investment advice. We recognize that a one-size-fits-all approach to investing is not best for investors. We create custom-made investment portfolios based on a client's unique financial goals, risk tolerances, investment return expectations, investment horizons, tax bracket, and cash flow needs. Each client has ongoing, direct access to their portfolio manager. We have no conflicts of interest - we are only compensated directly by our clients and receive no commissions or economic reward from any other party. Our goal is to maximize our client's wealth over the long term, not our own!
See Disclosures
General Information
Firm Start Year:

1999

No. of Employees:

2-4 Employees

Name of Custodial Firm:

Charles Schwab

Number of Years with Current Firm:

24

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

Financial Planning, Investment Advice & Management

Services
Investment Types:

Mutual Funds, Exchange Traded Funds (ETFs), Stocks, Bonds

Can meet clients in the following ways:

Email, Phone, Our Office, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Compensation Methods:

Based on Assets

Firm Information
Firm's Number of Clients:

185

Firm's Number of Managed Clients:

185

Assets Managed by Firm:

$130,000,000

Advisor's Number of Clients:

165

Advisor's Number of Managed Clients:

165

Total Assets Under Management by Advisor:

$100,000,000

Preferred meeting methods
I provide a free initial consultation:

Yes

Education
MBA:
Columbia Business School - Master of Business
Double Major in Economics and Mgt.:
Carnegie Mellon University - Double Major in
30 Years of Experience
Compliance
Registered Investment AdvisorYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
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