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
25yrs
Mark White
Financial advisor at Strategic Advisers
Mark White has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Philadelphia, Pennsylvania. After three years at Fidelity Personal and Workplace Advisors and four years at Citizens Securities, Mark joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being 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
Experience25 years (since 2001)
How that compares ?Top 8% by experience at Strategic Advisers
Office1735 Market St Mellon Bank Center, Philadelphia, PA 19103
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing 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
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2018 – 2022Citizens Securities, Inc.Previously
- 2003 – 2018MerrillPreviously
Contact Mark
(617) 563-7000Firm headquarters in Boston, MA. Ask for Mark. 1735 Market St Mellon Bank CenterPhiladelphia, PA 19103Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Strategic Advisers at (617) 563-7000 and ask for Mark White. Mark works from the Philadelphia, PA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2001, about 25 years. Top 8% by experience at Strategic Advisers.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Mark 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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