Akash Samad
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Akash Samad is an investment adviser representative with Charles Schwab & Co., Inc. in Boston, MA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Office
Advisors at this office: 21
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
16 states and territories
California, Connecticut, Delaware, Florida, Georgia, Massachusetts, Michigan, Missouri, New Hampshire, New York, North Carolina, Pennsylvania, Rhode Island, Tennessee, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan Stanley Smith Barney LLCNov 2022 – Dec 2024Providence, RI
- Gao TekJul 2021 – Oct 2021Scarborough
- International Fertilizer Development CenterMay 2020 – Jun 2020Dhaka
- Full Time EducationFeb 2016 – Jun 2017Tarrytown, NY
- Full Time EducationAug 2017 – Dec 2021University Park, PA
- Northwestern MutualJan 2022 – Feb 2022White Plains, NY
- UnemployedFeb 2022 – Nov 2022White Plains, NY
- Morgan Stanley Private Bank, N.ANov 2022 – Dec 2024Providence, RI
- Charles Schwab & Co., Inc.Jan 2025 – no end date reportedBoston, MA
- Charles Schwab Bank, SSBJan 2025 – no end date reportedBoston, MA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Boston, MA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Akash Samad has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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