SR
Saqib Rashid
ONE OAK
CABIN JOHN, MD
Some features on this profile are disabled
CRD#: 6476342
SR
Professional summary
Saqib Rashid is a registered financial advisor currently at ONE OAK located in Cabin John, Maryland and OMNICAP, LLC located in New York, New York.
Saqib is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Saqib has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OneOak Holdings, LLC, 8013 Cypress Grove Lane, Cabin John, Maryland 20818. Provides outsourced CIO and other services to charitable foundations. Partner in the company, start date Jan 15, 2025; ~10-15 hours a week, none during trading hours. Company offers support and investment portfolio guidance to non-profits. The Riverside Company, 45 Rockefeller Center, 630 Fifth Avenue, Suite 400, New York, New York 10111. Global private equity firm that invests in smaller middle market companies. Serving as advisor to marketing team. Started 10/24; 10 hours/month; none during trading hours. Help support capital raising before new launch. The Vistria Group, 300 E. Randolph St., Suite 3850, Chicago, IL 60601. Private equity manager which invests in middle market companies focused on Healthcare, Knowledge & Learning Solutions, and Financial Services. Serving as a consultant to senior management for growth strategies. Started 1/25; 10 hours/month; none during trading hours. Helping identify institutional investors mainly in the US. Northleaf Capital Partners, 40 King Street West Suite 5600. Toronto, ON M5H 3S1 Canada. Private equity manager which invests in private equity, private credit, and infrastructure in developed markets. Working as an advisor making general introductions to institutions in the middle east. Started 4/24; 10 hours/month; none during trading hours. Helping management assess the potential for a fund raise in the region. Georgian Capital Partners, 40 King St W, Toronto, ON M5H 3Y2, Canada. Venture capital investor in growth stage software companies. Consultant to marketing team. Consultant to marketing team. Started 4/24; 10 hours/month; none during trading hours. Supporting overall growth of asset gathering strategies.
CRS (Client Relationship Summary) - RIA
Click below to view Saqib Rashid's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 23, 2025 - Present
ONE OAK
RIA
CRD#: 334282
CABIN JOHN, MD
Current
October 13, 2020 - Present
OMNICAP, LLC
Office #1: 42 Broadway, Suite 12-129, New York, NY 10004BD
CRD#: 137353
NEW YORK, NY
Past
July 31, 2015 - October 8, 2020
BLUE SAND SECURITIES LLC
BD
CRD#: 142976
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Connecticut(10/13/2020)
IAR
Maryland(9/23/2025)
RR
New Jersey(10/13/2020)
RR
New York(10/13/2020)
RR
Texas(10/13/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OO
ONE OAK
ONE OAK | ONEWELL | ONE OAK HOLDINGS LLC
CRD#: 334282 / SEC#:
Maryland
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Contact information
Main Address
Cabin John, MD
Mailing Address
Phone number
(302) 754-1625
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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