Garret Quillen (CRD# 7333609) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Newport, RI and has over 2 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Apr 2023 - Current | 1 |
| Pallas Capital Advisors, LLC | Newport, RI | Mar 2023 - Current | 1 |
| United Planners Financial Services Of America, A Ltd Partner | Scottsdale, AZ | May 2021 - Feb 2023 | 1 |
| Thompson Insurance Group | East Providence, RI | Mar 2021 - Jan 2022 | < 1 |
| Unemployed | Newport, RI | Nov 2020 - Feb 2021 | < 1 |
| Walsh Brothers | Boston, MA | Oct 2019 - Oct 2020 | 1 |
| Full-time Student | Warwick, RI | Aug 2010 - Aug 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2021 |
- RI
-
Total Assets Under Management2,965MILLIONS
-
Total Number of Accounts3,566ACCOUNTS
-
Average Account Value$831,529
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, HI, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI
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