Robert Giannetti

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 01/2001 → Present
  Merrill Lynch
  Greenwich, CT
• 09/2009 → Present
  Bank Of America, Na
  Greenwich, CT

Other Businesses

I*: 2257288 Entity Type: For Profit Name of OBA: Work2BFit LLC Address: Greenwich, CT Investment Related: No Position, Title, Association: Spouse of owner Employee Start Date: 03/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: None I*4076265 Entity Type: For Profit Name of OBA: pause studio Address: cos cob, Connecticut, 6807 Investment Related: No Position, Title, Association: Employee Start Date: 03/18/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: wife's wellness studio none I*4077265 Entity Type: For Profit Name of OBA: happy hour fitness Address: cos cob, Connecticut, 6807 Investment Related: No Position, Title, Association: Employee Start Date: 08/01/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Spouse fitness workout boutique with fitness, yoga classes and training.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-08
• S66 Uniform Combined State Law Examination
  2001-05-31