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Evan Edward Delano

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
CA RA APPROVED 2024-02-08
  • CA RA
    APPROVED
    Since 2024-02-08

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
Stop It Goaltending Middleton MA 12/2018 04/2022
Valet Park Of America Springfield MA 05/2019 01/2020
Cohasset Golf Club Cohasset MA 06/2017 08/2017
Fidelity Investments Merrimack NH 06/2022 12/2023
Ubs Rockland MA 06/2021 08/2021
Williston Northampton School Easthampton MA 06/2015 06/2016
Boston College High School Dorchetser MA 06/2016 06/2017
Scituate High School Scituate MA 06/2017 06/2018
Merrimack College North Andover MA 06/2018 05/2022
Cutco - Vector Marketing Waltham MA 06/2018 08/2018
Charles Schwab & Co., Inc. Boston MA 02/2024 Present
Charles Schwab Bank, Ssb Boston MA 02/2024 Present
  • 12/2018 → 04/2022
    Stop It Goaltending
    Middleton, MA
  • 05/2019 → 01/2020
    Valet Park Of America
    Springfield, MA
  • 06/2017 → 08/2017
    Cohasset Golf Club
    Cohasset, MA
  • 06/2022 → 12/2023
    Fidelity Investments
    Merrimack, NH
  • 06/2021 → 08/2021
    Ubs
    Rockland, MA
  • 06/2015 → 06/2016
    Williston Northampton School
    Easthampton, MA
  • 06/2016 → 06/2017
    Boston College High School
    Dorchetser, MA
  • 06/2017 → 06/2018
    Scituate High School
    Scituate, MA
  • 06/2018 → 05/2022
    Merrimack College
    North Andover, MA
  • 06/2018 → 08/2018
    Cutco - Vector Marketing
    Waltham, MA
  • 02/2024 → Present
    Charles Schwab & Co., Inc.
    Boston, MA
  • 02/2024 → Present
    Charles Schwab Bank, Ssb
    Boston, MA
Previous Registrations
  • 2023-07-18 → 2023-12-19
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-07
S63 Uniform Securities Agent State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2023-07-07
  • S63 Uniform Securities Agent State Law Examination
    2022-10-03

View on SEC IAPD

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NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

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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