Garret M. Quallet
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity InvstmentsMay 2023 to now
- Id Tech CampsJan 2022 to May 2023
- Giant Food Stores LLC.Dec 2020 to Jul 2021
- Temple UniversityAug 2020 to May 2023
- Montgomery County Community CollegeAug 2018 to May 2020
- Brother's PizzaJul 2018 to Jul 2020
- Tcb Commercial Cleaning ServicesOct 2017 to May 2023
- North Penn High SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7750508
- Firm CRD
- 104555