Paladin Research Report For:

Nicholas Terezis

Marathon Strategic Advisors, LLC

CFA®
103 Brilliant Ave
Suite C
Pittsburgh, PA 15215
740-282-5198

About Nicholas Terezis

See Disclosures

General Information

Firm Start Year
  • 1999
No. of Employees
  • 2-4
CRD#
  • 2960004
Firm CRD#
  • 117108
Name of Custodial Firm
  • Charles Schwab
Years of Experience in Financial Services
  • 30
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

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFA®

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
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
-