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Adam Germaine

Charles Schwab Investment Management, Inc

Boston, MA

San Francisco, CA

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Current Employers
Charles Schwab Investment Management, Inc

425 Market Street Suite 1700, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-22
  • MA RA
    APPROVED
    Since 2025-10-22

Branch Locations

One International Place, Boston, MA 02110 • United States

425 Market Street Suite 1700, San Francisco, CA 94105 • 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
OrganizationCityStateFromTo
Charles Schwab Investment Management Inc. Boston MA 01/2022 Present
Lendah Beverly MA 07/2020 01/2022
Asics Clinton CT 01/2020 06/2021
Bonaloop Beverly MA 09/2019 03/2020
Craft Sportswear North America Beverly MA 01/2019 05/2019
Student Beverly MA 08/2016 05/2020
  • 01/2022 → Present
    Charles Schwab Investment Management Inc.
    Boston, MA
  • 07/2020 → 01/2022
    Lendah
    Beverly, MA
  • 01/2020 → 06/2021
    Asics
    Clinton, CT
  • 09/2019 → 03/2020
    Bonaloop
    Beverly, MA
  • 01/2019 → 05/2019
    Craft Sportswear North America
    Beverly, MA
  • 08/2016 → 05/2020
    Student
    Beverly, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-29
  • S65 Uniform Investment Adviser Law Examination
    2025-09-29

View on SEC IAPD

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