Cody Terrion
Advisor at Atlas
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Cody Terrion is a financial advisor at Atlas with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Jefferies LLC, U.S. Bank, and The McLean Group. Outside of finance, he was involved with Irazu Coffee from 2014 to 2017. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis, offering portfolio management, comprehensive financial planning, and access to a private credit fund, with a focus on tailored asset allocation and a mix of index-based and specialized strategies.
Expertise
Based on Atlas
Private / alternative investments
Concentrated stock management
Options & derivatives strategies
Wealth management
General estate planning guidance
Fee options
Annual fixed fees negotiated based on size and complexity of the relationship.
Performance Allocation for Atlas Evergreen Private Credit Fund I ranging from 20% to 50% on net profits exceeding 3% quarterly (12% annualized).
Account minimum: $250,000
Location
325 Penn Road
Wynnewood, PA 19096
Most active in
Cody T has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
ATFS Advisers
2024 - Present (2 years)
Merrill
2018 - 2024 (6 years)
The McLean Group
2018 - 2018 (1 year)
Unemployed
2018 - 2018 (1 year)
Jefferies LLC
2017 - 2017 (1 year)
U.S. Bank
2016 - 2016 (1 year)
Irazu Coffee
2014 - 2017 (3 years)
Elon University
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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