MARATHON STRATEGIC ADVISORS, LLC
CRD #117108 SEC #801-134014 PITTSBURGH, PA 740-282-5198
SEC Registered
Total AUM
$130.4M
Discretionary
$130.4M
Employees
2
Clients
101
Accounts
540
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TEREZIS, NICHOLAS, EMANUEL | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| TEREZIS, NICHOLAS, EMANUEL | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Aug 27, 2025 REGISTERED
Notice Filings (9)
FL MD NC NH OH PA TX VA WV
Address
103 BRILLIANT AVE, SUITE CPITTSBURGH, PA 15215
United States
Phone: 740-282-5198