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
8yrs
Katelyn Eckroth
Financial advisor at Wells Fargo Advisors
Katelyn Eckroth has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Philadelphia, Pennsylvania. Katelyn has been with Wells Fargo Advisors since 2022; before that, Katelyn spent two years at Morgan Stanley. Wells Fargo Advisors 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
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office100 N 18th St 22nd Floor Two Logan Square, Philadelphia, PA 19103
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
- Jul 2020 – Jul 2022Morgan StanleyPreviously
Contact Katelyn
Local office(215) 564-8400Ask for Katelyn. (314) 875-3000Main office · St. Louis, MO 100 N 18th St 22nd Floor Two Logan SquarePhiladelphia, PA 19103Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Katelyn
Tailored to Katelyn’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 Katelyn
How do I contact Katelyn?
Call Katelyn’s local office at (215) 564-8400 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Katelyn Eckroth.
How long has Katelyn been a financial advisor?
Katelyn has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Katelyn hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Katelyn a fiduciary?
Katelyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katelyn paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Katelyn 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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