Garret Mark Quillen
Investment adviser representative at Pallas Capital Advisors, LLC
16 yearsExperience
1 stateRegistered in
$4.3BFirm assets
5 yearsFirm in business
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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
16 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Apr 2023 to now
- Pallas Capital Advisors, LLCMar 2023 to now
- United Planners Financial Services of America, A Ltd PartnerMay 2021 to Feb 2023
- Thompson Insurance GroupMar 2021 to Jan 2022
- UnemployedNov 2020 to Feb 2021
- Walsh BrothersOct 2019 to Oct 2020
- Full-time StudentAug 2010 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (RI).
Pallas Capital Advisors, LLC
$4.3BAssets managed
1,221Clients
28Advisers
5 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
- 7333609
- Firm CRD
- 310327