Nicholas Terezis

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About Nicholas Terezis

Nicholas Terezis is the founding partner of Marathon Strategic Advisors, LLC and has acted as the companys President since its inception. Prior to forming Marathon, Mr. Terezis worked as an Equity Research Analyst at Gabelli & Company covering various industry sectors from 1997 to 1999. Prior to his work experience with Gabelli & Company, Mr. Terezis was a member of the Portfolio Analysis Group at Bankers Trust Company from 1996 to 1997. Mr. Terezis began his professional career in 1991 and attained the title of Vice President in the mortgage banking industry at Greentree Mortgage Company. Mr. Terezis graduated from Carnegie Mellon University in 1991 with a B.S. in Economics and Management. Later in 1996, he received his Masters in Business Administration from Columbia Business School. Mr. Terezis has received the designation of Chartered Financial Analyst (CFA) and has passed the following securities exams: NASD Series 7, 55, 63, and 65. Additionally, Mr. Terezis has been: Chairman of the International Orthodox Christian Charities Pittsburgh Metropolitan Committee since 2003; a Columbia Business School Admissions Ambassador since 1997, on the board of Carnegie Delta Upsilon Association for most of the past 30 years; and a member of the CFA Institute, and Pittsburgh Society of Financial Analysts. Mr. Terezis also serves on the investment committees of the following charitable organization boards: Eastern Ohio Community College Foundation, Inc.; Holy Trinity Greek Orthodox Church of Steubenville, Ohio; Greek Orthodox Church Foundation; and St. George Orthodox Cathedral of Pittsburgh. Mr. Terezis is an Archon Regional Commander of the Ecumenical Patriarchate, an honor bestowed by His All Holiness Ecumenical Patriarch Bartholomew. He currently resides in Pittsburgh with his wife, Maria, and daughter, Ava.

See Disclosures

General Information

Firm Start Year

1999

No. of Employees

CRD#

2960004

Firm CRD#

117108

Name of Custodial Firm

Charles Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA^®

Firm Information

Firm's Number of Managed Clients

Assets Managed by Firm

183,000,000

Advisor's Number of Managed Clients

Total Assets Under Management by Advisor

$183,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Education

MBA -

Columbia Business School - Master of Business
-

Double Major in Economics and Mgt. -

Carnegie Mellon University - Double Major in
-

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886605/paladinregistry-Marathon-Strategic-Advisors,-LLC-detailed-disclosure.html

Disclaimer

Advisory services provided by Marathon Strategic Advisors, LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Investment Adviser Public Disclosure (IAPD):

ADV Part 2A

ADV Part 3(Form CRS)

Paladin Advisors

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Paladin Research Report For:

Marathon Strategic Advisors, LLC