PALADIN RESEARCH REPORT FOR:

Nicholas Terezis
CFA®

Firm: Marathon Strategic Advisors, LLC

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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!
Tips
Click on (?) to read Tips that describe financial advisor credentials, ethics, business practices, and services.
PALADIN QUALITY RATING
22
YEARS OF EXPERIENCE
2005
ADMITTED TO REGISTRY
$250,000
MINIMUM ASSET REQUIREMENT

I. Snapshot

A. Key Contact Name
  • Nicholas Terezis
B. Paladin Registry Certified
  • View Findings Report
C. Credentials
  • Years of Experience: 22
  • Degrees or Years of College: Columbia Business School - Master of Business MBA, Carnegie Mellon University - Double Major in Double Major in Economics and Mgt.
  • Certifications: CFA®
D. Compliance Record
  • No Disclosures
E. Minimum Asset Requirement
  • $250,000
F. Types of Client Relationships
    Did not answer

II. Contact Information

A. Key Contact
B. Main Location
  • 500 Market Street, Suite 610
    Steubenville, Ohio, 43952
C. Telephone
  • 740.282.5198

III. Internet

A. Website URL
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Did Not Answer
B. Name of RIA
  • Did Not Answer
C. Name of Broker/Dealer
  • None
D. Relationship to Firm
  • Owner

V. Credentials

A. Paladin Quality Rating
  • 5 Stars
  • View Paladin Quality Ratings
B. Years of Financial Experience
  • 22 Years
C. Education, Degrees, Years
  • Columbia Business School - Master of Business - MBA
  • Carnegie Mellon University - Double Major in - Double Major in Economics and Mgt.
D. Current Certifications
E. Financial Industry Associations (Active Memberships)
  • CFA Institute
  • CFA Society of Pittsburgh
F. Firm Credentials
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • Did Not Answer
B. Type of RIA Registration
  • State - Ohio
C. Industry Licenses
  • RIA/IAR Registration
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 Under Management or Advisement
  • $37,000,000
E. Methods of Compensation
  • Asset-Based Fee
F. Methods of Communication
  • Telephone
  • Email
  • Skype/Chat
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
  • Individuals
  • Pension Plans
  • Endowments
  • Foundations
  • Public Funds
  • Taft-Hartley Funds
  • Businesses
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews
E. Custodian(s)
  • TD Ameritrade

IX. Certification

Advisor Name
  • Nicholas Terezis
Most Recent Update:
  • Jul 15, 2015

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