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
20yrs
Robert Davis has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Philadelphia, Pennsylvania. Robert has been with Independent Financial Partners since 2024; before that, Robert spent 14 years at Realta Investment Advisors. Independent Financial Partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 69% of advisors in Philadelphia
Office50 S 16th St Suite 1700, Philadelphia, PA 19102
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$225,569
Advisors at the firm314
States licensed ?1 state
Services through Independent Financial Partners
Financial planningInvestment management for individuals and small businessesRetirement 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.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowIndependent Financial PartnersCurrent firm
- 2011 – 2024Realta Investment Advisors, Inc.Previously
- Dec 2009 – Dec 2010Realta Investment Advisors, Inc.Previously
Contact Robert
(813) 341-0960Firm headquarters in Tampa, FL. Ask for Robert. 50 S 16th St Suite 1700Philadelphia, PA 19102Office · Get directions
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Questions to ask Robert
Tailored to Robert’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
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About Robert
How do I contact Robert?
Call Independent Financial Partners at (813) 341-0960 and ask for Robert Davis. Robert works from the Philadelphia, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2007, about 20 years. More experience than 69% of advisors in Philadelphia.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Independent Financial Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Robert 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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