Robert
Panessiti

Ubs Financial Services Inc

CRD#1898047
Investment Advisor
in Boston, MA

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About this Advisor

Robert Panessiti is an investment advisor whose office is in Boston, Massachusetts. Currently an advisor at Ubs Financial Services Inc, they have accrued 10 years of work experience. Panessiti has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Panessiti is able to advise customers in Texas. Over the course of their career, Panessiti has held roles at Morgan Stanley Smith Barney and Ubs Financial Services Inc. Ubs Financial Services Inc is based out of Boston, Massachusetts, and has 369 offices throughout the country. As an advisor firm, Ubs Financial Services Inc oversees $496 billion in assets dispersed across 957,738 accounts and employs more than 13,335 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 500,077 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 56% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Ubs Financial Services Inc can provide 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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

One Post Office Square
Boston, MA 02109

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

MA Average: $10,121,009,343
Total Number of Employees

13,335

MA Average: 92
Total Number of Accounts

957,738

MA Average: 6,978
Average Account Size

$517,923

MA Average: $1,450,417

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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 11 years of experience.

2013 - Present (7 years)

Ubs Financial Services Inc

2009 - 2013 (4 years)

Morgan Stanley Smith Barney

Disclosures

Robert Panessiti has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Christopher Albanese
Weehawken, NJ
Nicole Hiller
Wayzata, MN
Chad Torelli
New York, NY
Gregory Miller
Newtown, PA
Kimberly Sampson
Fort Lauderdale, FL
Heather Steggall
Birmingham, MI
Evan Bloomberg
Short Hills, NJ
Peter Maroney
New York, NY

This content was compiled from the SEC and FINRA.

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