Garret
Quillen
Pallas Capital Advisors, LLC
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About this Advisor
Garret Quillen is a financial advisor based in Newport, Rhode Island. Quillen is an advisor for Pallas Capital Advisors, LLC. During their career, Quillen has held roles at Walsh Brothers, Avison Young, Idc Inc, The Martucci Group, University Of Florida, Bishop Hendricken High School, Thompson Insurance Group, United Planners Financial Services and Pallas Capital Advisors, LLC. Quillen maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Rhode Island. Pallas Capital Advisors, LLC is an advisory business that has its headquarters in Braintree, MA. It has offices in four locations and a total of 22 financial advisors. It has $2 billion in assets between its 2,675 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 2,675 customer accounts, 38% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on the financial services provided. However, fees charged by Pallas Capital Advisors, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pallas Capital Advisors, LLC Brokerage Details
$1,539,021,289
22
2,675
$575,335
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Garret Quillen Work History
Garret has been registered as a financial advisor for 0 years.*
Pallas Capital Advisors, LLC
Thompson Insurance Group
United Planners Financial Services
Walsh Brothers
Avison Young
The Martucci Group
Idc Inc
University Of Florida
Bishop Hendricken High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Garret Quillen 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 Pallas Capital Advisors, LLC
Newport, RI
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Newport, RI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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