Ted Terrion has been an investment adviser representative at Founders Capital Management since November 2017, and is not listed among the firm’s executive officers or direct owners. Ted Terrion holds a BS in finance from Bentley University.
Founders Capital Management, LLC is a Hartford, CT firm with $920M under management, 224 clients and 4 advisers in one office, as of its February 2026 filing.
Ted Terrion is Vice President and Portfolio Manager at Founders Capital Management. Previously, he was a Senior Financial Planning Analyst in the aerospace industry, with experience at United Technologies and Northrop Grumman in financial operations including financial metric reporting, program management and budgeting, and contract valuation.
- – present · 8 yearsHartford, CT · Adviser representative · Firm CRD 118853
Investment adviser representative registrations
Ted Terrion is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2017; the most recent is Texas, in August 2021.
- ConnecticutSince 7 November 2017
- TexasResidentSince 25 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ted Patrick Terrion
- CRD
- 6876518
- Firm
- Founders Capital Management · CRD 118853
- Office
- ONE STATE STREET, SUITE 1700, Hartford, CT 06103
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- foundcapital.com
Where does Ted Terrion work?
Ted Terrion is an investment adviser representative registered through Founders Capital Management, LLC since November 2017, and is not listed among the firm’s executive officers or direct owners.
Is Ted Terrion a financial advisor?
Yes. Ted Terrion has a current investment-adviser registration in Connecticut and Texas, through Founders Capital Management since November 2017.
How many years of experience does Ted Terrion have?
Ted Terrion has 8 years in the financial industry, since November 2017, across 1 adviser firm.
What exams has Ted Terrion passed?
Ted Terrion passed the Series 65 in November 2017.
Where is Ted Terrion based?
Ted Terrion’s registered office is in Hartford, CT.
Is Ted Terrion registered with FINRA?
No. Ted Terrion has no current broker registration.
How can I verify Ted Terrion’s record?
Search CRD 6876518 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ted Terrion’s full registration record.