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
Daniel Berkowitz
Full name on record: Daniel Benjamin Berkowitz
Financial advisor at Prudent Management Associates
Based in Philadelphia, Pennsylvania, Daniel Berkowitz is a financial advisor with 7 years of industry experience. Daniel has been with Prudent Management Associates since 2019. Daniel holds the CFA designation.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office2001 Market Street Suite 3910, Philadelphia, PA 19103
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$4.78 million
Advisors at the firm5
States licensed ?1 state
Services through Prudent Management Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2019 – nowPrudent Management AssociatesCurrent firm
Contact Daniel
(215) 994-1062Prudent Management Associates main office 2001 Market Street Suite 3910Philadelphia, PA 19103Office · Get directions Firm websitewww.prudentmanagement.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Daniel
How do I contact Daniel?
Call Prudent Management Associates at (215) 994-1062 and ask for Daniel Berkowitz. Daniel works from the Philadelphia, PA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Prudent Management Associates reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel 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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