NicholasTerezis- Financial Advisor Pittsburgh, PA

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About Nicholas Terezis

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

CRD#

2960004

Firm CRD#

117108

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning, Investment Advice & Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

CFA^®

Firm Information

Firm's Number of Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$100,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Assets Managed by Advisor

$100,000,000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Education

MBA -

Columbia Business School - Master of Business
-

Double Major in Economics and Mgt. -

Carnegie Mellon University - Double Major in
-

Disclaimer

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Paladin Research Report For:

Nicholas Terezis

Marathon Strategic Advisors, LLC