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VERIFIEDNicholas Terezis
Marathon Strategic Advisors, LLC
103 Brilliant Ave
Suite C
Pittsburgh, PA 15215
740-282-5198
About Marathon Strategic Advisors, LLC
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!
See Disclosures
General Information
Firm Start Year
1999
No. of Employees
2-4
CRD#
2960004
Firm CRD#
117108
Name of Custodial Firm
Charles Schwab
Years of Experience in Financial Services
33
Number of Years with Current Firm
27
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
Services
Investment Types
Bonds, Mutual Funds, Stocks, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Our Office, Phone, Email, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
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
210
Assets Managed by Firm
183,000,000
Advisor's Number of Managed Clients
210
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
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886605/retirementplanning-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):