Edward A Sheils

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2023 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 08/2018 → 05/2022
  Loyola University Chicago
  Chicago, IL
• 05/2022 → 08/2022
  Lettuce Entertain You Resturants
  Chicago, IL
• 01/2013 → 08/2018
  Full-Time Education
  Chicago, IL
• 08/2018 → 08/2022
  Starevents
  Chicago, IL
• 08/2022 → 09/2023
  Unemployed
  Chicago, IL
• 10/2023 → 01/2025
  Bank Of America, N.A.
  Chicago, IL
• 07/2025 → Present
  Morgan Stanley
  Chicago, IL
• 01/2025 → 07/2025
  Unemployed
  Chicago, IL
• 02/2025 → 07/2025
  Flowers For Dreams
  Chicago, IL

Previous Registrations

• 2023-12-23 → 2025-01-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  New York, NY

Other Businesses

*658401 - Flowers for Dreams; Investment related: No; Chicago, Illinois; Agriculture; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 8; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2023-12-22

Other Names

• Ted Sheils
• Edward Arthur Sheils