Patrick A. Terrion

FOUNDERS CAPITAL MANAGEMENT

HARTFORD, CT 06103

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CRD#: 2997848

Professional summary

Patrick Alan Terrion, who also goes by Patrick Terrion, is a registered financial advisor currently at FOUNDERS CAPITAL MANAGEMENT, LLC located in Hartford, Connecticut.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Patrick has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Terrion

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Alan Terrion's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 7, 2005 - Present

FOUNDERS CAPITAL MANAGEMENT, LLC

Office #1: One State Street Suite 1700, Hartford, CT 06103

RIA

CRD#: 118853

HARTFORD, CT

Past

December 15, 1998 - August 25, 2004

TERRION GROUP, LTD

RIA

CRD#: 127378

WINDSOR, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOUNDERS CAPITAL MANAGEMENT, LLC

FOUNDERS CAPITAL MANAGEMENT, LLC | FOUNDERS INVESTMET ADVISORS, LLC | FOUNDERS INVESTMENT ADVISORS, LLC

CRD#: 118853 / SEC#: 801-60878

RIA

Registered Investment Advisory firm - (1/30/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(1/7/2005)

IAR

Texas
(8/25/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/3/1997

Uniform Investment Adviser Law Examination

Current Firm

FOUNDERS CAPITAL MANAGEMENT, LLC

FOUNDERS CAPITAL MANAGEMENT, LLC | FOUNDERS INVESTMET ADVISORS, LLC | FOUNDERS INVESTMENT ADVISORS, LLC

CRD#: 118853 / SEC#: 801-60878

RIA

Registered Investment Advisory firm - (1/30/2002 Approved)

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Contact information

Main Address

One State Street Suite 1700, Hartford, CT 06103

Mailing Address

Phone number

(860) 308-0061

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FOUNDERS BROCHURE (6/12/2025)

Regulatory assets under management

Total Number of Accounts	508
AUM (Assets Under Management)	$ 794,868,883

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick A. Terrion

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Alan Terrion's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUNDERS CAPITAL MANAGEMENT, LLC

TERRION GROUP, LTD

Primary Firm SEC Registration

FOUNDERS CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/1997

Current Firm

FOUNDERS CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOUNDERS CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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