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TT

Ted P. Terrion

FOUNDERS CAPITAL MANAGEMENT
HARTFORD, CT 06103
Some features on this profile are disabled
CRD#: 6876518
TT

Professional summary

Ted Patrick Terrion Mr. is a registered financial advisor currently at FOUNDERS CAPITAL MANAGEMENT, LLC located in Hartford, Connecticut.

Ted is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ted has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Ted Patrick Terrion Mr.'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

November 7, 2017 - Present

FOUNDERS CAPITAL MANAGEMENT, LLC

Office #1: One State Street Suite 1700, Hartford, CT 06103
RIA
CRD#: 118853
HARTFORD, 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".
FC
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
(11/7/2017)
IAR
Texas
(8/25/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/7/2017
Uniform Investment Adviser Law Examination

Current Firm

FC
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
5

SEC notice filing (8 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

FOUNDERS BROCHURE (6/12/2025)

Regulatory assets under management

Total Number of Accounts508
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.

Company Information

FOUNDERS CAPITAL MANAGEMENT, LLC

CRD#: 118853Hartford, CT 06103

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