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
23yrs
Judith Daniel
Financial advisor at Morgan Stanley
Based in Philadelphia, Pennsylvania, Judith Daniel is a fiduciary financial advisor with 23 years of industry experience. Judith has been with Morgan Stanley since 2011. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 25% by experience in Philadelphia
Office1650 Market Street 42nd Floor, Philadelphia, PA 19103
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual 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
- 2011 – nowMorgan StanleyCurrent firm
Contact Judith
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Judith. 1650 Market Street 42nd FloorPhiladelphia, PA 19103Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Judith
Tailored to Judith’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Judith
How do I contact Judith?
Call Morgan Stanley at (914) 225-5510 and ask for Judith Daniel. Judith works from the Philadelphia, PA office.
How long has Judith been a financial advisor?
Judith has been in the industry since 2003, about 23 years. Top 25% by experience in Philadelphia.
What licenses does Judith hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Judith a fiduciary?
Judith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Judith paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Judith 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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