UBS Financial Services
47yrs
Kenneth George Catanella
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Center.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top advisor by experience in Philadelphia
17yrs
Stephen James Rennard
Financial advisor at Mycio Wealth Partners
At a glance
Experience17 years (since 2009)
How that compares ?Top 24% by experience at Mycio Wealth Partners
Office3025 JFK Blvd, Suite 710, Philadelphia, PA 19104
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Mycio Wealth Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- 2009 – nowMycio Wealth Partners, LLCCurrent firm
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- 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 Stephen
How do I contact Stephen?
Call Mycio Wealth Partners at 267-295-2280 and ask for Stephen James Rennard. Stephen works from the Philadelphia, PA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2009, about 17 years. Top 24% by experience at Mycio Wealth Partners.
What licenses does Stephen hold?
Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Mycio Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
UBS Financial Services
47yrs
Neil Alan Newman
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Center.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top 1% by experience in Philadelphia
UBS Financial Services
47yrs
Elaina S. Spilove
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Center.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top 1% by experience in Philadelphia
Raymond James & Associates
47yrs
Top 1% by experience in Philadelphia
J.p. Morgan Securities
46yrs
Top 1% by experience in Philadelphia
Wescott Financial Advisory Group
46yrs
Top 1% by experience in Philadelphia