Unclaimed Profile

Casey Zistel Shure

RADNOR FINANCIAL ADVISORS, LLC·WAYNE, Pennsylvania

Series 65Clean record19 years registeredRADNOR FINANCIAL ADVISORS, LLC

485 DEVON PARK DRIVE, WAYNE, PA 19087CRD# 5294509Firm CRD# 282753

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Casey Zistel Shure · WAYNE, PA

Registration

CRD #5294509 · RADNOR FINANCIAL ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CORIENT

Nov 2022 – present

RADNOR FINANCIAL ADVISORS, LLC

Mar 2016 – Mar 2023

WAYNE, PA

RADNOR FINANCIAL ADVISORS, INC.

Jun 2007 – Mar 2016

WAYNE, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 14, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RADNOR FINANCIAL ADVISORS, LLC

CRD 282753 · SEC 801-107320

AUM

$2.8B

Regulatory assets under management

Employees

2,588 client accounts

Services offered by RADNOR FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RADNOR FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Casey Zistel Shure offer?

Casey Zistel Shure specializes in Financial Planning, Investment Management. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Casey Zistel Shure's credentials?

Casey Zistel Shure is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Casey Zistel Shure located?

Casey Zistel Shure is based in WAYNE, Pennsylvania, working with RADNOR FINANCIAL ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Casey Zistel Shure charge for services?

Casey Zistel Shure's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RADNOR FINANCIAL ADVISORS, LLC?

RADNOR FINANCIAL ADVISORS, LLC has approximately 23 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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