Nicholas Terezis, CFA®
Steubenville, Ohio, 43952
Member Since 2005
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!
My Location
Background Information
Years of Financial Experience
- 19
Education
- Columbia Business School - Master of Business (Double Major in Economics and Mgt.)
- Carnegie Mellon University - Double Major in (MBA)
Certifications and Designations
- CFA®
Association Memberships
- CFA Institute
- CFA Society of Pittsburgh
Methods of Compensation
- Financial Planning:
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade
Types of Financial Reports
- Performance Report (Monthly)
- Custodial Report (Monthly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them upon request
- I review my clients' investment portfolios with them upon request
Registration & Licensing
- CRD/IARD Number: 117108
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Marathon Strategic Advisors, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Florida
- North Carolina
- Ohio
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- None
Visit Website - http://www.mstrategic.com
Latest Articles
By Nicholas Terezis
- VIDEO LECTURE: "How to Build a Diversified Investment Portfolio"
- Protecting the Individual Investor - Don’t Let Wall Street Chisel Away at Your Future Wealth!! Their High Expenses and Conflicts of Interest Are More Costly than You May Know.
- Protecting the Individual Investor - Just Say No to Annuities!
- The Individual Investor’s Answer to the Lies and Abuse of Large Wall Street Firms is the Fee-Only Investment Advisor!
- Just Say No to Annuities!