Charles E. Sheedy
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Charles Edmund Sheedy was a registered financial professional .
Charles is a previously registered financial professional and started their career in finance in 1973. Charles had worked at 5 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 6, 1994 - March 26, 2014
SAROFIM ADVISORS GROUP INC
April 6, 1994 - June 10, 2025
SAROFIM INTERNATIONAL MANAGEMENT CO
December 17, 1993 - June 10, 2025
SAROFIM REALTY ADVISORS LLC
November 1, 1982 - June 10, 2025
SAROFIM TRUST CO
June 11, 1973 - June 10, 2025
FAYEZ SAROFIM & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SAROFIM ADVISORS GROUP INC
CRD#: 106932 / SEC#: 801-45225
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
