Unclaimed Profile

Charles Edmund Sheedy

FAYEZ SAROFIM & CO., LLC·HOUSTON, Texas

Clean recordFAYEZ SAROFIM & CO., LLC

TWO HOUSTON CENTER, HOUSTON, TX 77010CRD# 1501286Firm CRD# 106584

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Edmund Sheedy · HOUSTON, TX

Registration

CRD #1501286 · FAYEZ SAROFIM & CO., LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Charles Edmund Sheedy is a registered financial advisor based in HOUSTON, Texas, affiliated with FAYEZ SAROFIM & CO., LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FAYEZ SAROFIM & CO., LLC

FAYEZ SAROFIM & CO.

AUM

$31.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FAYEZ SAROFIM & CO., LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1501286

Firm CRD# 106584

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Frequently Asked Questions

What services does Charles Edmund Sheedy offer?

Charles Edmund Sheedy specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Charles Edmund Sheedy's credentials?

Charles Edmund Sheedy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Edmund Sheedy located?

Charles Edmund Sheedy is based in HOUSTON, Texas, working with FAYEZ SAROFIM & CO., LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Charles Edmund Sheedy charge for services?

Charles Edmund Sheedy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAYEZ SAROFIM & CO., LLC?

FAYEZ SAROFIM & CO., LLC has approximately 52 employees and manages $31.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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