Nicholas Terezis
Marathon Strategic Advisors · Pittsburgh, Pennsylvania
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).
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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 | $182.7M across 600 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, MD, NC, NH, OH, PA, TX, VA, WV · CRD 2960004 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mstrategic.com |
| Profile |
How Nicholas's firm compares
- Marathon Strategic Advisors's average account is about $305,000, from its Form ADV (assets managed divided by 600 accounts).
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Questions about Nicholas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Marathon Strategic Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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