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Patrick Alan Terrion

FOUNDERS CAPITAL MANAGEMENT, LLC·EAST HARTFORD, Connecticut
Series 65Clean record27 years registeredFOUNDERS CAPITAL MANAGEMENT, LLC
111 FOUNDERS PLAZA, EAST HARTFORD, CT 06108CRD# 2997848Firm CRD# 118853

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Alan Terrion · EAST HARTFORD, CT
Registration
CRD #2997848 · FOUNDERS CAPITAL MANAGEMENT, LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

FOUNDERS CAPITAL MANAGEMENT, LLC
Jan 2005 – present
TERRION GROUP, LTD
Dec 1998 – Aug 2004
WINDSOR, CT
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 15, 1998
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FOUNDERS CAPITAL MANAGEMENT, LLC
CRD 118853 · SEC 801-60878
AUM
$694M
Regulatory assets under management
Employees
5
477 client accounts
Services offered by FOUNDERS CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FOUNDERS CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Patrick Alan Terrion offer?
Patrick Alan Terrion specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAST HARTFORD, Connecticut for a consultation.
What are Patrick Alan Terrion's credentials?
Patrick Alan Terrion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Alan Terrion located?
Patrick Alan Terrion is based in EAST HARTFORD, Connecticut, working with FOUNDERS CAPITAL MANAGEMENT, LLC. Their office serves clients in the EAST HARTFORD metropolitan area and surrounding communities.
How does Patrick Alan Terrion charge for services?
Patrick Alan Terrion's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOUNDERS CAPITAL MANAGEMENT, LLC?
FOUNDERS CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $694M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FOUNDERS CAPITAL MANAGEMENT, LLC

Jon Martin Case
EAST HARTFORD, CT
Howard Elliot Case
EAST HARTFORD, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)
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Research
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