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Akash Samad

Charles Schwab & Co., Inc.

Boston, MA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-14
  • NY RA
    APPROVED
    Since 2025-01-14

Branch Locations

127 Congress Street Floor 01, Boston, MA 02110-2511 • 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
Morgan Stanley Smith Barney Llc Providence RI 11/2022 12/2024
Gao Tek Scarborough 07/2021 10/2021
International Fertilizer Development Center Dhaka 05/2020 06/2020
Full Time Education Tarrytown NY 02/2016 06/2017
Full Time Education University Park PA 08/2017 12/2021
Northwestern Mutual White Plains NY 01/2022 02/2022
Unemployed White Plains NY 02/2022 11/2022
Morgan Stanley Private Bank, N.A Providence RI 11/2022 12/2024
Charles Schwab & Co., Inc. Boston MA 01/2025 Present
Charles Schwab Bank, Ssb Boston MA 01/2025 Present
  • 11/2022 → 12/2024
    Morgan Stanley Smith Barney Llc
    Providence, RI
  • 07/2021 → 10/2021
    Gao Tek
    Scarborough
  • 05/2020 → 06/2020
    International Fertilizer Development Center
    Dhaka
  • 02/2016 → 06/2017
    Full Time Education
    Tarrytown, NY
  • 08/2017 → 12/2021
    Full Time Education
    University Park, PA
  • 01/2022 → 02/2022
    Northwestern Mutual
    White Plains, NY
  • 02/2022 → 11/2022
    Unemployed
    White Plains, NY
  • 11/2022 → 12/2024
    Morgan Stanley Private Bank, N.A
    Providence, RI
  • 01/2025 → Present
    Charles Schwab & Co., Inc.
    Boston, MA
  • 01/2025 → Present
    Charles Schwab Bank, Ssb
    Boston, MA
Previous Registrations
Other Businesses

1) Eastern Massachusetts Chapter Penn State Alumni | Investment Related:No|217 Newbury Street|Boston|MA|02116|United States of America|Nonprofit Charitable Organizations|Board-Member-at-large|1/27/2025|Less than 20|0|I will be assisting my alumni chapter with organizing charity events for THON and social events for the Penn State Alumni in the Greater Boston area. No financial services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-25
  • S66 Uniform Combined State Law Examination
    2023-02-25
Other Names
  • Akash Navid Samad
  • Akash N Samad

View on SEC IAPD

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Holly A Dumlupinar
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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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