Medium_130620051718431
Registry Member Since 2005

Nicholas Terezis

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Paladin Quality Rating: 5 Stars

PRC Certified: View Findings Report

My Philosophy My Disclosures

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
  • 20 Years
Certifications & Designations
College Degrees
  • Double Major in Economics and Mgt.
  • MBA
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
  • Available Upon Request
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None
Social Connections

About My Business

Location
  • 500 Market Street, Suite 610
    Steubenville, Ohio, 43952
Telephone
  • 740.282.5198
Website
Number of Clients
  • 56
Amount of Assets
  • $33,000,000
Minimum Asset Requirement
  • $250,000
Types of Fees
  • Did Not Answer
Types of Commission
  • Did Not Answer
Advice & Services for Fees
  • Planning
  • Investment
Types of Clients
  • Individuals
  • Retirees
  • Individuals
  • Pension
  • Foundations
  • Public Funds
  • Taft-Hartley Funds
  • Businesses
Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews
Investment Decision-Making
  • Did Not Answer
Primary Custodian(s)
  • TD Ameritrade
Types of Reports (Frequency)
  • Performance (Monthly)
  • Brokerage Statement (Monthly)

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

Advisor Name: Nicholas Terezis
Most Recent Update: Jun 24, 2014

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