Unclaimed Profile

Ann Jennie Terranova

APELLA CAPITAL, LLC·GLASTONBURY, Connecticut

Series 7, Series 6326 years registeredAPELLA CAPITAL, LLC

151 NATIONAL DRIVE, GLASTONBURY, CT 06033CRD# 2050763Firm CRD# 171106

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ann Jennie Terranova · GLASTONBURY, CT

Registration

CRD #2050763 · APELLA CAPITAL, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: APELLA CAPITAL, LLC

APELLA WEALTH

Oct 2019 – Dec 2023

San Francisco, CA

UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

Jan 2012 – Jul 2020

SAN FRANCISCO, CA

UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

Jul 2000 – Dec 2005

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · July 25, 2000

Years registered · 26

Disclosure History

2011Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

APELLA CAPITAL, LLC

CRD 171106 · SEC 801-79650

AUM

$3.3B

Regulatory assets under management

Employees

8,605 client accounts

Services offered by APELLA CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APELLA CAPITAL, LLC →

Introduction

Speak with Ann

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ann is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GLASTONBURY?

Browse all registered financial advisors in GLASTONBURY, Connecticut or claim this profile if it's yours.

Browse GLASTONBURY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ann Jennie Terranova offer?

Ann Jennie Terranova specializes in Financial Planning, Investment Management.

What are Ann Jennie Terranova's credentials?

Ann Jennie Terranova is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ann Jennie Terranova located?

Ann Jennie Terranova is based in GLASTONBURY, Connecticut, last registered with APELLA CAPITAL, LLC.

How does Ann Jennie Terranova charge for services?

Ann Jennie Terranova's firm is compensated through percentage of aum, other: fee for financial planning services. fees for technology.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APELLA CAPITAL, LLC?

APELLA CAPITAL, LLC has approximately 77 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →