Cody Terrion has been an investment adviser representative at ATFS Advisers since April 2024, and is not listed among the firm’s executive officers or direct owners.
Atfs Advisers LLC is a firm with $154M under management, 48 clients and 5 advisers across 8 offices, as of its July 2026 filing.
Cody Terrion is VP, Wealth Advisory at Atlas. He has nearly a decade of experience in wealth management with high-net-worth clients and was formerly at Merrill Lynch. His work covers financial planning, with strategies for wealth growth, tax efficiency and legacy planning.
Cody Terrion’s longest registration was 4 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2019–2024). Before joining ATFS Advisers in 2024, Cody Terrion was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsConshohocken, PA · Adviser representative · Firm CRD 7691
Professional designations
Listed by ATFS Advisers
- Certified Private Wealth Advisor (CPWA)
- Chartered Retirement Planning Counselor (CRPC)
Investment adviser representative registrations
Cody Terrion is registered as an investment adviser representative in Pennsylvania, since April 2024.
- PennsylvaniaSince 3 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 April 2019 |
| Series 7TO | General Securities Representative Examination | 7 March 2019 |
| SIE | Securities Industry Essentials Examination | 16 January 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Cody Ryan Terrion
- CRD
- 6807319
- Firm
- ATFS Advisers · CRD 324191
- Office
- 325 Penn Road, Wynnewood, PA 19096
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- atlasfinancial.com
Where does Cody Terrion work?
Cody Terrion is an investment adviser representative registered through Atfs Advisers LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Cody Terrion a financial advisor?
Yes. Cody Terrion has a current investment-adviser registration in Pennsylvania, through ATFS Advisers since April 2024.
How many years of experience does Cody Terrion have?
Cody Terrion has 7 years in the financial industry, since March 2019, across 2 adviser firms.
What exams has Cody Terrion passed?
Cody Terrion has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2019.
Where did Cody Terrion work before ATFS Advisers?
Before ATFS Advisers, Cody Terrion was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2019 to April 2024.
Where is Cody Terrion based?
Cody Terrion’s registered office is in Wynnewood, PA.
Is Cody Terrion registered with FINRA?
No. Cody Terrion has no current broker registration.
How can I verify Cody Terrion’s record?
Search CRD 6807319 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cody Terrion’s full registration record.