# Nicholas Terezis

> Nicholas Terezis is a fee-only financial advisor at Marathon Strategic Advisors in Pittsburgh, Pennsylvania, who holds the CFA credential. Nicholas charges a percentage of assets (0.4%–1.5% a year of assets managed and a $500,000 asset minimum).

Page: https://find.wellspent.co/advisors/nicholas-terezis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Marathon Strategic Advisors
- **Based in:** Pittsburgh, Pennsylvania
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.4%–1.5% a year of assets managed; a $500,000 asset minimum
- **Assets under management (firm):** $182.7M across 600 accounts
- **Credentials:** CFA
- **CRD:** 2960004 (https://adviserinfo.sec.gov/individual/summary/2960004)
- **SEC registration:** Investment adviser representative in FL, MD, NC, NH, OH, PA, TX, VA, WV
- **Exams passed:** Series 63 (1998), Series 65 (1998)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.mstrategic.com

## Frequently asked questions

### Is Nicholas Terezis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Marathon Strategic Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nicholas charge for financial advice?

Nicholas charges a percentage of assets.

### How much does Nicholas charge?

According to Marathon Strategic Advisors's website, checked October 30, 2026: 0.4%–1.5% a year of assets managed; a $500,000 asset minimum.

### Where is Nicholas Terezis based?

Nicholas Terezis is based in Pittsburgh, Pennsylvania.

### What credentials does Nicholas Terezis hold?

Nicholas Terezis holds the CFA credential.

### Is Nicholas Terezis registered with the SEC?

Yes. Nicholas Terezis is registered as an investment adviser representative in FL, MD, NC, NH, OH, PA, TX, VA and WV (CRD 2960004), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Marathon Strategic Advisors manage?

Marathon Strategic Advisors reports $182.7M across 600 accounts in assets under management.

### How do I contact Nicholas Terezis?

Through Nicholas's website, www.mstrategic.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2960004): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mstrategic.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.