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
3yrs
Based in Philadelphia, Pennsylvania, Natali Sanchez is a fiduciary financial advisor with 3 years of industry experience. Natali has been with Merrill since 2026. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers 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
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office8601 Germantown Ave, Philadelphia, PA 19118
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment 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.
Career
- May 2026 – nowMerrillCurrent firm
Contact Natali
(800) 637-7455Firm headquarters in New York, NY. Ask for Natali. 8601 Germantown AvePhiladelphia, PA 19118Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Natali
Tailored to Natali’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Natali
How do I contact Natali?
Call Merrill at (800) 637-7455 and ask for Natali Sanchez. Natali works from the Philadelphia, PA office.
How long has Natali been a financial advisor?
Natali has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Natali hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Natali a fiduciary?
Natali is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Natali paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Natali 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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