Robert Michael Panessiti

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Ubs Financial Services Inc.
  Boston, MA

Previous Registrations

• 1997-08-15 → 2005-01-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Other Businesses

1) Kennedy Donovan Center / One Commercial Street, Foxboro, MA 02035 / Company / Education / Assist Families with children with disabilities / I will retire from the Board of Directors on 6/30/2022 but will be reappointed to the finance committee to advise on financial operations effective 07/01/2022-06/30/2025 / Board Governance / Start Date: 7/22/2015 // 2) Robert Panessiti / 2020 135th St, Unit 804N MiamiFLUnited States33181 / Real Estate / I own a rental property in N Miami FL / I own a condominium that is rented / collect rent and maintain property / 7/16/2018 3) Name of Business- Town of Truro MA / Address- Truro, MA 02666 / Investment Related- NO / Nature- to review and comment on the town budget as recommended by the board of selectmen; to consider and approval expenditures from the Reserve Fund. / Role- To provide comment on the annual budget presented by the board of selectmen at the annual town meeting; to approve expenditures from the town's reserve fund during the course of the fiscal year. / Duty- To provide comment on the annual budget presented by the board of selectmen at the annual town meeting; to approve expenditures from the town's reserve fund during the course of the fiscal year. / Start Date- 7/1/2023 / Time Required- No 4)Type 1 Diabetes Technology Foundation , Boston MA United States , Foundation , Charity , To disburse grants to organizations developing or supporting Type 1 Diabetes technology research and development. Inactive / Dormant ,FA/Investment advisor for account. FA role, hired by trustees , Start date 7/1/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-10
• S63 Uniform Securities Agent State Law Examination
  1988-12-19

Designations

• Chartered Financial Consultant

Other Names

• Robert Michael Panessiti
• Robert Michael Michael Panessiti