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
7yrs
Christopher Funkey
Financial advisor at Morgan Stanley
Based in Philadelphia, Pennsylvania, Christopher Funkey is a fiduciary financial advisor with 7 years of industry experience. Christopher has been with Morgan Stanley since 2022; before that, Christopher spent less than a year at Nomura Investment Management Business Trust and two years at Lord, Abbett & Co.. 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
Experience7 years (since 2019)
How that compares ?7 years in the industry
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMorgan StanleyCurrent firm
- Nov 2021 – May 2022
- 2019 – 2021Lord, Abbett & Co. LLCPreviously
Questions to ask Christopher
Tailored to Christopher’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Christopher
How do I contact Christopher?
Call Morgan Stanley at 914-225-5510 and ask for Christopher Funkey. Christopher works from the Philadelphia, PA office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher 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 Christopher 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.
Other advisors nearby
UBS Financial Services
47yrs
Neil 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 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