Patrick
Terrion
Founders Capital Management, LLC
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About this Advisor
Patrick Terrion is a financial advisor based in East Hartford, Connecticut, working with Founders Capital Management, LLC. Patrick has previously held positions at the University Of Connecticut and Founders Capital Management, LLC. Patrick has passed the Series 65 regulatory exam and is registered to provide services in Connecticut and Texas. Currently, Patrick is part of Founders Capital Management, LLC, which operates out of East Hartford, Connecticut. The firm has 5 employees and manages assets totaling $693.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Founders Capital Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Founders Capital Management, LLC Brokerage Details
$693,810,760
5
477
$1,454,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Patrick Terrion Work History
Founders Capital Management, LLC
University Of Connecticut
Disclosures
Please visit the SEC profile of Patrick Terrion to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Founders Capital Management, LLC
East Hartford, CT
East Hartford, CT
East Hartford, CT
East Hartford, CT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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