Unclaimed Profile

Charles Edmund Sheedy

FAYEZ SAROFIM & CO., LLC·HOUSTON, Texas

Clean record53 years registeredFAYEZ 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 · 53 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FAYEZ SAROFIM & CO., LLC

SAROFIM ADVISORS GROUP INC

Apr 1994 – Mar 2014

HOUSTON, TX

SAROFIM INTERNATIONAL MANAGEMENT CO

Apr 1994 – Jun 2025

HOUSTON, TX

SAROFIM REALTY ADVISORS LLC

Dec 1993 – Jun 2025

DALLAS, TX

SAROFIM TRUST CO

Nov 1982 – Jun 2025

HOUSTON, TX

FAYEZ SAROFIM & CO.

Jun 1973 – Jun 2025

HOUSTON, TX

Registrations & Exams

Registration record

First registered · June 11, 1973

Years registered · 53

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAYEZ SAROFIM & CO., LLC

CRD 106584 · SEC 801-1725

AUM

$31.4B

Regulatory assets under management

Employees

3,056 client accounts

Services offered by FAYEZ SAROFIM & CO., LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

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

Introduction

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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.

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, last registered with FAYEZ SAROFIM & CO., LLC.

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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