Small_130620051718431

PALADIN RESEARCH REPORT FOR:

Nicholas Terezis

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Telephone Advisor
740.282.5198

I. Snapshot

A. Registry Member
  • Since 2005
B. Years of Experience
  • 22
C. College Degrees
  • Columbia Business School - Master of Business - MBA
  • Carnegie Mellon University - Double Major in - Double Major in Economics and Mgt.
D. Certifications
  • CFA®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    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!

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 500 Market Street, Suite 610
    Steubenville, Ohio, 43952
C. Telephone
  • 740.282.5198

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Did Not Answer
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade

V. Credentials

A. Years of Financial Experience
  • 22 Years
B. College, Degrees, Years
  • Columbia Business School - Master of Business - MBA
  • Carnegie Mellon University - Double Major in - Double Major in Economics and Mgt.
C. Current Certifications
D. Financial Industry Associations (Active Memberships)
  • Chartered Financial Analyst Institute
  • Chartered Financial Analyst Society of Pittsburgh

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • State - Ohio
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 117108
  • IARD: None
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    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!

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 62
D. Assets (Management, Advisement)
  • $37,000,000
E. Methods of Compensation
  • Asset-Based Fee
F. Methods of Communication
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (Monthly)
  • Brokerage Statement (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Did not answer
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Nicholas Terezis
Most Recent Update:
  • Jun 29, 2016

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