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Raymond J Sheedy

Morgan Stanley

Hunt Valley, MD

CRD 5464998

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-12-01
PA RA APPROVED 2023-12-01
TX RA APPROVED 2023-12-01
  • MD RA
    APPROVED
    Since 2023-12-01
  • PA RA
    APPROVED
    Since 2023-12-01
  • TX RA
    APPROVED
    Since 2023-12-01

Branch Locations

303 International Circle Suite 500, Hunt Valley, MD 21030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 04/2009 12/2023
Bank Of America, N.A. Hunt Valley MD 05/2014 12/2023
Morgan Stanley Smith Barney Llc Hunt Valley MD 12/2023 Present
Morgan Stanley Private Bank, N.A New York NY 01/2024 Present
  • 04/2009 → 12/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Hunt Valley, MD
  • 05/2014 → 12/2023
    Bank Of America, N.A.
    Hunt Valley, MD
  • 12/2023 → Present
    Morgan Stanley Smith Barney Llc
    Hunt Valley, MD
  • 01/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-14
  • S66 Uniform Combined State Law Examination
    2008-07-14
Designations
  • Certified Financial Planner
Other Names
  • Raymond Joseph Sheedy

View on SEC IAPD

Nearby Firms

BAY HARBOR WEALTH MANAGEMENT, LLC
ABS CAPITAL PARTNERS, INC.
GROFF WEALTH MANAGEMENT

Nearby Investors

Andrew Benjamin Anthony
LANCE REID SCOTT
JOHN FRANCIS MORAN

Nearby Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

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