Charles Sheedy, financial advisor Houston TX

Charles Sheedy

CRD Number: 1501286
Current Firm: Fayez Sarofim & Company

Charles Sheedy (CRD# 1501286) is an Investment Advisor Representative working at Fayez Sarofim & Company in Houston, TX and has 1 year of experience in the finance industry.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Sarofim Advisors Group, Inc. Houston, TX Nov 1993 - Current 30
Sarofim International Management Company Houston, TX Nov 1993 - Current 30
Sarofim Realty Advisors Company Houston, TX Jun 1993 - Current 30
Sarofim Trust Company Houston, TX Oct 1986 - Current 37
Fayez Sarofim & Company Houston, TX Oct 1986 - Current 37

Charles Sheedy has no recent exams reported.
Contact Info for Charles E. Sheedy
Phone Number: 713-654-4484
Firm Website: http://www.sarofim.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    28,992
    MILLIONS
  • Total Number of Accounts
    3,129
    ACCOUNTS
  • Average Account Value
    $9,265,581
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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