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
4yrs
Marcus Robinson
Financial advisor at Wells Fargo Advisors
Marcus Robinson is a fiduciary financial advisor in Philadelphia, Pennsylvania, with 4 years in the industry. Marcus joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm 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
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office7782 Crittenden St, Philadelphia, PA 19118
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 ?1 state
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
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Marcus
Tailored to Marcus’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Marcus
How do I contact Marcus?
Call Wells Fargo Advisors at 314-875-3000 and ask for Marcus Robinson. Marcus works from the Philadelphia, PA office.
How long has Marcus been a financial advisor?
Marcus has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Marcus hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Marcus a fiduciary?
Marcus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marcus paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Marcus 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