UBS Financial Services
47yrs
Kenneth George Catanella
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Ctr.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top advisor for experience in Philadelphia
New
Benjamin Adey
Financial advisor at RBC Capital Markets
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office130 N. 18th Street One Logan Square, 17th Floor, Philadelphia, PA 19103
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private 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.
Uniform Combined State Law Examination
Career
- Dec 2025 – nowRBC Capital Markets, LLCCurrent firm
Questions to ask Benjamin
Tailored to Benjamin’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?
- 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?
About Benjamin
How do I contact Benjamin?
Call RBC Capital Markets at 212-858-7000 and ask for Benjamin Adey. Benjamin works from the Philadelphia, PA office.
How long has Benjamin been a financial advisor?
Benjamin is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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