UBS Financial Services
47yrs
Kenneth Catanella
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Center.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top advisor by experience in Philadelphia
28yrs
Blake Epstein has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Philadelphia, Pennsylvania. After ten years at Morgan Stanley and a year at Citigroup Global Markets, Blake joined RBC Capital Markets in 2019, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 15% by experience in Philadelphia
Office130 N. 18th Street One Logan Square, 17th Floor, Philadelphia, PA 19103
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowRBC Capital Markets, LLCCurrent firm
- 2009 – 2019Morgan StanleyPreviously
- Sep 2008 – Jun 2009Citigroup Global Markets Inc.Previously
- Apr 2007 – Sep 2008Morgan Stanley & Co. LLCPreviously
- Sep 2006 – Apr 2007Morgan Stanley DW Inc.Previously
Contact Blake
(212) 858-7000Firm headquarters in New York, NY. Ask for Blake. 130 N. 18th Street One Logan Square, 17th FloorPhiladelphia, PA 19103Office · Get directions Firm websiteus.rbcwealthmanagement.com/columbus
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Questions to ask Blake
Tailored to Blake’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Blake
How do I contact Blake?
Call RBC Capital Markets at (212) 858-7000 and ask for Blake Epstein. Blake works from the Philadelphia, PA office.
How long has Blake been a financial advisor?
Blake has been in the industry since 1998, about 28 years. Top 15% by experience in Philadelphia.
What licenses does Blake hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Blake a fiduciary?
Blake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Blake paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Blake for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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