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Charles Edmund Sheedy

FAYEZ SAROFIM & CO., LLC·HOUSTON, Texas
Unclaimed Profile
TWO HOUSTON CENTER, HOUSTON, TX 77010CRD# 1501286Firm CRD# 106584
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
FAYEZ SAROFIM & CO., LLC
FAYEZ SAROFIM & CO.
AUM
$31.4B
Regulatory assets under management
Employees
52
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1501286
Firm CRD# 106584
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Texas
DALLAS (2230)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
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DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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