Nicholas + Terezis - Financial Advisor in Pittsburgh, PA

Paladin Research Report For:

Nicholas Terezis

Marathon Strategic Advisors, LLC

103 Brilliant Ave
Suite C
Pittsburgh, PA 15215

About Nicholas Terezis

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!

General Information

Firm Start Year
  • 1999
No. of Employees
  • 2-4
  • 2960004
Firm CRD#
  • 117108
Name of Custodial Firm
  • Charles Schwab
Years of Experience in Financial Services
  • 30
Number of Years with Current Firm
  • 24
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Financial Planning, Investment Advice & Management


Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFA®

Firm Information

Firm's Number of Clients
  • 165
Firm's Number of Managed Clients
  • 165
Assets Managed by Firm
  • $100,000,000
Advisor's Number of Clients
  • 165
Advisor's Number of Managed Clients
  • 165
Assets Managed by Advisor
  • $100,000,000

Compensation and Fees

Fee Structure
  • Fee-Only
Compensation Methods
  • Based on Assets


  • Columbia Business School - Master of Business
Double Major in Economics and Mgt. -
  • Carnegie Mellon University - Double Major in