Garrett Duchesne
Investment adviser representative at Valmark Advisers, Inc.
13 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$10.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Valmark Advisers, Inc.Apr 2024 to now
- Valmark Securities, Inc.Apr 2024 to now
- Fidelity InvestmentsJan 2023 to Apr 2024
- Morgan StanleyOct 2020 to Dec 2022
- Morgan Stanley Private Bank, N.AOct 2020 to Dec 2022
- MFS Fund Distributors, Inc.Oct 2018 to Oct 2020
- MFS Institutional Advisors, Inc.Oct 2018 to Oct 2020
- UBS Financial ServicesJun 2017 to Oct 2018
- Morgan StanleySep 2016 to Dec 2016
- Full Time EducationAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 5 states (AK, FL, MA, ME, NH).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6697971
- Firm CRD
- 108050