Akash Samad
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Jan 2025 to now
- Charles Schwab Bank, SsbJan 2025 to now
- Morgan Stanley Private Bank, N.ANov 2022 to Dec 2024
- Morgan Stanley Smith Barney LLCNov 2022 to Dec 2024
- UnemployedFeb 2022 to Nov 2022
- Northwestern MutualJan 2022 to Feb 2022
- Gao TekJul 2021 to Oct 2021
- International Fertilizer Development CenterMay 2020 to Jun 2020
- Full Time EducationAug 2017 to Dec 2021
- Full Time EducationFeb 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7495410
- Firm CRD
- 5393