Nicholas Terezis

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About Nicholas Terezis

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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

$130,000,000

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
-

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Paladin Research Report For:

Marathon Strategic Advisors, LLC