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CT

Cody R. Terrion

ATLAS
Wynnewood, PA 19096
Some features on this profile are disabled
CRD#: 6807319
CT

Professional summary

Cody Ryan Terrion, who also goes by Cody Terrion, is a registered financial advisor currently at ATLAS located in Wynnewood, Pennsylvania.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Cody has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Cody 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 Cody Ryan 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

April 3, 2024 - Present

ATLAS

Office #1: 325 Penn Road, Wynnewood, PA 19096
RIA
CRD#: 324191
Wynnewood, PA
Past

April 8, 2019 - April 3, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CONSHOHOCKEN, PA
Past

March 7, 2019 - April 3, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CONSHOHOCKEN, PA

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".
AT
ATLAS
ATFS ADVISERS | ATLAS | ATFS ADVISERS LLC

CRD#: 324191 / SEC#: 801-128722

RIA
Registered Investment Advisory firm - (9/28/2023 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
Pennsylvania
(4/3/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/5/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/7/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/16/2019
Securities Industry Essentials Examination

Current Firm

AT
ATLAS
ATFS ADVISERS | ATLAS | ATFS ADVISERS LLC

CRD#: 324191 / SEC#: 801-128722

RIA
Registered Investment Advisory firm - (9/28/2023 Approved)
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Contact information

Main Address
Frisco, TX
Mailing Address
Phone number
(805) 557-8713
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (9/3/2025)

Regulatory assets under management

Total Number of Accounts84
AUM (Assets Under Management)$ 121,329,112

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.

Company Information

ATLAS

CRD#: 324191Wynnewood, PA 19096

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