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Patrick Alan Terrion

Founders Capital Management, LLC

Hartford, CT

CRD 2997848

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Employer firm

Founders Capital Management, LLC CRD 118853

$920M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Founders Capital Management, Llc

One State Street Suite 1700, Hartford, CT 06103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-08-25
CT RA APPROVED 2005-01-07
  • TX RA
    APPROVED_RES
    Since 2021-08-25
  • CT RA
    APPROVED
    Since 2005-01-07

Branch Locations

One State Street Suite 1700, Hartford, CT 06103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Connecticut Storrs CT 09/2000 05/2020
Founders Capital Management, Llc Hartford CT 01/2004 Present
Previous Registrations
  • 1998-12-15 → 2004-08-25
    Terrion Group, Ltd
    Windsor, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-03
  • S65 Uniform Investment Adviser Law Examination
    1997-01-03
Other Names
  • Patrick Terrion

View on SEC IAPD

Nearby Firms

NEBRODI PARTNERS, LLC
MORGAN STANLEY
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Nearby Investors

RANDY SCOTT HOLMEEN
PETER NILS JUNGGREN
JONATHAN TAYLOR KEENEY FRUCCE

Nearby Offices

NEBRODI PARTNERS, LLC · HARTFORD, CT
MORGAN STANLEY · Hartford, CT
ERNST & YOUNG INVESTMENT ADVISERS LLP · HARTFORD, CT

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