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
13yrs
Anas Shraim
Financial advisor at Janney Montgomery Scott
Based in Philadelphia, Pennsylvania, Anas Shraim is a fiduciary financial advisor with 13 years of industry experience. Anas joined Janney Montgomery Scott in 2021, after a year at Merrill. Janney Montgomery Scott 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
Experience13 years (since 2014)
How that compares ?More experience than 54% of advisors in Philadelphia
Office1717 Arch Street, Philadelphia, PA 19103
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?1 state
Services through Janney Montgomery Scott
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2021 – nowJanney Montgomery Scott LLCCurrent firm
- Nov 2020 – Nov 2021MerrillPreviously
Questions to ask Anas
Tailored to Anas’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 Anas
How do I contact Anas?
Call Anas’s local office at (215) 665-6609 or the Janney Montgomery Scott main office at (215) 665-6000, and ask for Anas Shraim.
How long has Anas been a financial advisor?
Anas has been in the industry since 2014, about 13 years. More experience than 54% of advisors in Philadelphia.
What licenses does Anas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Anas a fiduciary?
Anas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anas paid?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other fees. Ask Anas 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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