Marathon Strategic Advisors, LLC

Nicholas Terezis


Registry Member Since 2005

PRC Certified: View Findings Report

About Me

Type of Organization
  • Sole Practitioner
Name of RIA
  • Marathon Strategic Advisors, LLC
Relationship to RIA
  • Owner
Broker/Dealer Name
  • No
Years of Experience
  • 22 Years
Certifications & Designations
College Degrees or Years
  • Columbia Business School - Master of Business - MBA
  • Carnegie Mellon University - Double Major in - Double Major in Economics and Mgt.
Association Memberships
  • CFA Institute
  • CFA Society of Pittsburgh
Registrations & Licenses
  • RIA/IAR Registration
  • Type of RIA Registration: State - Ohio
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None

About My Firm

  • 500 Market Street, Suite 610
    Steubenville, Ohio, 43952
Telephone (Main Office)
  • 740.282.5198
Number of Clients
  • 62
Amount of Assets
  • $37,000,000
Minimum Asset Requirement
  • $250,000
Types of Fees
  • Asset-Based Fee
Types of Commission
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
  • Pension Plans
  • Endowments
  • Foundations
  • Public Funds
  • Taft-Hartley Funds
  • Businesses
Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews
Investment Decision-Making
  • Yes
Primary Custodian(s)
  • TD Ameritrade
Types of Reports (Frequency)
  • Performance (Monthly)
  • Brokerage Statement (Monthly)
My 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!

My Disclosures
Some professionals and firms have disclosures.


I certify the information in this research report is accurate and current.

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

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