Garrett Duchesne

Current Employers

Valmark Advisers, Inc.

130 Springside Drive Suite 300, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
AK	RA	APPROVED	2026-07-07
MA	RA	APPROVED	2025-04-29
FL	RA	APPROVED	2024-10-23
NH	RA	APPROVED	2024-10-15
ME	RA	APPROVED	2024-04-23

AK RA
APPROVED

Since 2026-07-07
MA RA
APPROVED

Since 2025-04-29
FL RA
APPROVED

Since 2024-10-23
NH RA
APPROVED

Since 2024-10-15
ME RA
APPROVED

Since 2024-04-23

Branch Locations

366 Us Route One, Falmouth, ME 04105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services	Portland	ME	06/2017	10/2018
Morgan Stanley	Portland	ME	09/2016	12/2016
Full Time Education	Durham	NH	08/2013	05/2017
Mfs Institutional Advisors, Inc.	Boston	MA	10/2018	10/2020
Mfs Fund Distributors, Inc.	Boston	MA	10/2018	10/2020
Morgan Stanley	Portland	ME	10/2020	12/2022
Morgan Stanley Private Bank, N.A	New York	NY	10/2020	12/2022
Fidelity Investments	Portland	ME	01/2023	04/2024
Valmark Securities, Inc.	Falmouth	ME	04/2024	Present

06/2017 → 10/2018

Ubs Financial Services

Portland, ME
09/2016 → 12/2016

Morgan Stanley

Portland, ME
08/2013 → 05/2017

Full Time Education

Durham, NH
10/2018 → 10/2020

Mfs Institutional Advisors, Inc.

Boston, MA
10/2018 → 10/2020

Mfs Fund Distributors, Inc.

Boston, MA
10/2020 → 12/2022

Morgan Stanley

Portland, ME
10/2020 → 12/2022

Morgan Stanley Private Bank, N.A

New York, NY
01/2023 → 04/2024

Fidelity Investments

Portland, ME
04/2024 → Present

Valmark Securities, Inc.

Falmouth, ME

Previous Registrations

2023-02-13 → 2024-04-11

Fidelity Personal And Workplace Advisors

Portland, ME
2020-11-02 → 2023-01-27

Morgan Stanley

Portland, ME
2018-12-06 → 2020-10-13

Mfs Institutional Advisors Inc.

Boston, MA
2018-01-16 → 2018-10-24

Ubs Financial Services Inc.

Portland, ME

Other Businesses

1.) The Kids First Center; On the board of directors for The Kids First Center which is a non profit in Scarborough, Maine. Have been on the board for 2 years and this is my last year of the 3 year appointment; Start Date 04/16/2024.///

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-12-11

S66 Uniform Combined State Law Examination

2017-12-11

Designations

Other Names

Garrett James Duchesne

View on SEC IAPD