Pierce Archer

RADNOR CAPITAL MANAGEMENT

Wayne, PA 19087-4306

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CRD#: 722700

Professional summary

Pierce Archer is a registered financial advisor currently at RADNOR CAPITAL MANAGEMENT, LLC located in Wayne, Pennsylvania.

Pierce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Pierce has worked at 6 firms and has passed the Series 65, Series 63, Series 5, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

REGISTRANT IS THE TRUSTEE OF 12 INDIVIDUAL SEPERATE TRUST ACCOUNTS WHICH ARE NOT AFFILIATED WITH RCM AND ARE LOCATED AT 750 HARRISON RD., VILLANOVA, PA 19085 AND REGISTRANT HAS INVESTMENT MANGEMENT AND FIDUCIARY DUTIES TO SUCH TRUSTS, AND SPENDS APPROXIMATELY 6 TOTAL HRS PER MONTH IN THE MANAGEMENT AND ADMINISTRATION OF THE TRUSTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pierce Archer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 10, 2012 - Present

RADNOR CAPITAL MANAGEMENT, LLC

Office #1: 38 West Avenue, Wayne, PA 19087-4306

RIA

CRD#: 159559

Wayne, PA

Past

June 7, 2001 - August 23, 2004

UST SECURITIES CORP.

CRD#: 13906

STAMFORD, CT

Past

August 5, 1992 - September 21, 1999

CUSTODIAN SECURITIES, INC.

CRD#: 30370

WAYNE, PA

Past

July 13, 1990 - August 20, 1992

INVESTEC INC.

CRD#: 18553

NEW YORK, NY

Past

April 12, 1982 - June 22, 1990

W.H. NEWBOLD'S SON & CO., INC.

CRD#: 7575

Past

January 19, 1981 - May 7, 1982

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RADNOR CAPITAL MANAGEMENT, LLC

CRD#: 159559 / SEC#: 801-77308

RIA

Registered Investment Advisory firm - (12/7/2012 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/7/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/10/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/16/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/15/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 5

Date: 3/10/1983

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 1/17/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 7/25/1996

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/2/1992

General Securities Principal Examination

Current Firm

RADNOR CAPITAL MANAGEMENT, LLC

CRD#: 159559 / SEC#: 801-77308

RIA

Registered Investment Advisory firm - (12/7/2012 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/7/2013 Terminated)

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Contact information

Main Address

38 West Avenue, Wayne, PA 19087-4306

Mailing Address

Phone number

(610) 674-0400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/19/2025)

Regulatory assets under management

Total Number of Accounts	453
AUM (Assets Under Management)	$ 786,645,888

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/08/2025	Cover Page	Report
12/18/2024	Cover Page	Report
11/10/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Pierce Archer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pierce Archer's CRS (Customer Relationship Summary).

Certified licenses

Experience

UST SECURITIES CORP.

CUSTODIAN SECURITIES, INC.

INVESTEC INC.

W.H. NEWBOLD'S SON & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

RADNOR CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/16/2012

Series 63

Date: 1/15/1981

Series 5

Date: 3/10/1983

Series 7

Date: 1/17/1981

Series 53

Date: 7/25/1996

Series 24

Date: 3/2/1992

Current Firm

RADNOR CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

RADNOR CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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