Richard Catanese, financial advisor King Of Prussia PA

Richard Catanese

CRD Number: 4206931
Current Firm: Independence Square Holdings, LLC

Richard Catanese (CRD# 4206931) is an Investment Advisor Representative working at Independence Square Holdings, LLC in King Of Prussia, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Independence Square Holdings, LLC King Of Prussia, PA Aug 2019 - Current 5
Lpl Financial LLC King Of Prussia, PA Apr 2011 - Current 13
Private Advisor Group, LLC King Of Prussia, PA Jun 2012 - Jan 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2000
Contact Info for Richard J. Catanese
Phone Number: 610-520-1500
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,147
    MILLIONS
  • Total Number of Accounts
    3,402
    ACCOUNTS
  • Average Account Value
    $337,050
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA

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