Ubs Financial Services Inc
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About this Advisor
Robert Panessiti is a financial advisor who lives in Boston, Massachusetts. Currently a registered advisor with Ubs Financial Services Inc, they have gathered 13 years of work experience as a financial advisor. Panessiti has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Panessiti is registered to act as a financial advisor based out of Texas. During their career, the advisor has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Boston, Massachusetts, and operates out of 369 additional offices in the nation. As a registered investment advisory firm, Ubs Financial Services Inc oversees $496 billion in assets throughout 922,927 accounts and employs more than 13,402 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. The firm manages 453,419 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 52% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Ubs Financial Services Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Ubs Financial Services Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
Robert Panessiti Work History
Robert has 13 years of experience.
Ubs Financial Services Inc
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Robert Panessiti has disclosures.
Please visit their SEC profile for more details.