Marathon Strategic Advisors, LLC

Marathon Strategic Advisors, LLC (CRD# 117108) is a financial advisory firm headquartered in , . They manage $49,685,137 in 280 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $177,447
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, OH, PA, WV

Financial Advisors at Marathon Strategic Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas E. Terezis
CRD#: 2960004
Pittsburgh, PA
96
Wealthminder
score

Nicholas Terezis (CRD# 2960004) is an Investment Advisor Representative working at Marathon Strategic Advisors, LLC in Pittsburgh, PA and has over 20 years of experience in the finance industry.

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