VETTED
Nicholas Terezis
CFA®

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 DisclosuresGeneral 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
Additional Detailed Disclosures
Disclaimer
30 Years of Experience
Compliance
Registered Investment AdvisorYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
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