NT
Nicholas E. Terezis
MARATHON STRATEGIC ADVISORS
Pittsburgh, PA 15215
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CRD#: 2960004
NT
Professional summary
Nicholas Emanuel Terezis is a registered financial advisor currently at MARATHON STRATEGIC ADVISORS, LLC located in Pittsburgh, Pennsylvania.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Nicholas has worked at 2 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Terezis currently serves as a board member and Vice President of the Greek Orthodox Church Foundation domiciled at 396 Shady Avenue, Steubenville, OH 43952. This is a Charitable 501(c)3 organization, and is a Non Investment-related business. The organization's purpose is to support the Holy Trinity Greek Orthodox Church in Steubenville, OH. Mr. Terezis began this activity on12/2013, and spends approximately 2 hours per month on this charity (fifteen minutes of which is during securities trading hours). Duties include all general administration functions.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Emanuel Terezis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 16, 1999 - Present
MARATHON STRATEGIC ADVISORS, LLC
Office #1: 103 Brilliant Ave, Suite C, Pittsburgh, PA 15215RIA
CRD#: 117108
Pittsburgh, PA
Past
January 1, 1998 - January 13, 1999
G.RESEARCH, LLC
BD
CRD#: 7353
RYE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MS
MARATHON STRATEGIC ADVISORS, LLC
MARATHON STRATEGIC ADVISORS, LLC
CRD#: 117108 / SEC#: 801-134014
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)Florida
Registered Investment Advisory firm - (8/12/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)Ohio
Registered Investment Advisory firm - (8/14/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/12/2025 Terminated)Texas
Registered Investment Advisory firm - (8/12/2025 Terminated)West Virginia
Registered Investment Advisory firm - (8/12/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/28/2002)
IAR
Maryland(8/27/2025)
IAR
New Hampshire(8/27/2025)
IAR
North Carolina(10/13/2006)
IAR
Ohio(8/16/1999)
IAR
Pennsylvania(6/23/2010)
IAR
Texas(11/20/2024)
IAR
Virginia(8/27/2025)
IAR
West Virginia(2/7/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 11/17/1998
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Current Firm
MS
MARATHON STRATEGIC ADVISORS, LLC
MARATHON STRATEGIC ADVISORS, LLC
CRD#: 117108 / SEC#: 801-134014
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)Florida
Registered Investment Advisory firm - (8/12/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)Ohio
Registered Investment Advisory firm - (8/14/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/12/2025 Terminated)Texas
Registered Investment Advisory firm - (8/12/2025 Terminated)West Virginia
Registered Investment Advisory firm - (8/12/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
103 Brilliant Ave, Suite C, Pittsburgh, PA 15215
Mailing Address
Phone number
(740) 282-5198
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 540 |
| AUM (Assets Under Management) | $ 130,426,115 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
