VETTED

Nicholas Terezis

CFA®
Nicholas Terezis
Tel: 740-282-5198 103 Brilliant Ave Suite C Pittsburgh, PA 15215
About Nicholas Terezis
Nicholas Terezis is the founding partner of Marathon Strategic Advisors, LLC and has acted as the companys President since its inception. Prior to forming Marathon, Mr. Terezis worked as an Equity Research Analyst at Gabelli & Company covering various industry sectors from 1997 to 1999. Prior to his work experience with Gabelli & Company, Mr. Terezis was a member of the Portfolio Analysis Group at Bankers Trust Company from 1996 to 1997. Mr. Terezis began his professional career in 1991 and attained the title of Vice President in the mortgage banking industry at Greentree Mortgage Company. Mr. Terezis graduated from Carnegie Mellon University in 1991 with a B.S. in Economics and Management. Later in 1996, he received his Masters in Business Administration from Columbia Business School. Mr. Terezis has received the designation of Chartered Financial Analyst (CFA) and has passed the following securities exams: NASD Series 7, 55, 63, and 65. He is currently Paladin Registry Certified. Additionally, Mr. Terezis has been: Chairman of the International Orthodox Christian Charities Pittsburgh Metropolitan Committee since 2003; a Columbia Business School Admissions Ambassador since 1997, on the board of Carnegie Delta Upsilon Association for most of the past 30 years; and a member of the CFA Institute, and Pittsburgh Society of Financial Analysts. Mr. Terezis also serves on the investment committees of the following charitable organization boards: Eastern Ohio Community College Foundation, Inc.; Holy Trinity Greek Orthodox Church of Steubenville, Ohio; Greek Orthodox Church Foundation; and St. George Orthodox Cathedral of Pittsburgh. Mr. Terezis is an Archon Regional Commander of the Ecumenical Patriarchate, an honor bestowed by His All Holiness Ecumenical Patriarch Bartholomew. He currently resides in Pittsburgh with his wife, Maria, and daughter, Ava.
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!
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General Information
Firm Start Year:

1999

No. of Employees:

2-4 Employees

Name of Custodial Firm:

Charles Schwab

Number of Years with Current Firm:

27

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning

Services
Investment Types:

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

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Phone, Email, Our Office, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Minimum Portfolio Size for New Managed Accounts:

$500,000

Compensation Methods:

Based on Assets

Firm Information
Firm's Number of Managed Clients:

210

Assets Managed by Firm:

183,000,000

Advisor's Number of Managed Clients:

210

Total Assets Under Management by Advisor:

$183,000,000

Education
MBA:
Columbia Business School - Master of Business
Double Major in Economics and Mgt.:
Carnegie Mellon University - Double Major in
33 Years of Experience
Compliance
Registered Investment AdvisorYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
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