Raymond Sheedy is a CFP-designated registered investment advisor at Morgan Stanley, based in Hunt Valley, MD, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
303 International Circle, Suite 500, Hunt Valley, MD, 21030
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
December 2023 - Present · 2 yrs 5 mos
Morgan StanleyBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - December 2023 · 14 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2009 - December 2023 · 14 yrs 8 mos
Citigroup Global Markets INC.
July 2008 - May 2009 · 10 mos
Citigroup Global Markets INC.Broker
April 2008 - May 2009 · 1 yr 1 mo
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.