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Patrick Alan Terrion

FOUNDERS CAPITAL MANAGEMENT, LLC·EAST HARTFORD, Connecticut
Clean recordFOUNDERS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Alan Terrion is a registered financial advisor based in EAST HARTFORD, Connecticut, affiliated with FOUNDERS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FOUNDERS CAPITAL MANAGEMENT, LLC
FOUNDERS CAPITAL MANAGEMENT, LLC
AUM
$694M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FOUNDERS CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2997848
Firm CRD# 118853
View on FINRA BrokerCheck →

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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

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

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)
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Research
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