Morgan Stanley
46yrs
Top advisor by experience in San Mateo
30yrs
Anna Levaggi has worked in the financial industry for 30 years and is a financial advisor based in San Mateo, California. Anna has been with Merrill since 2013; before that, Anna spent two years at J.P. Morgan Securities. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience at Merrill
Office101 S Ellsworth Ave, San Mateo, CA 94401
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2013 – nowMerrillCurrent firm
- 2011 – 2013J.P. Morgan Securities LLCPreviously
Questions to ask Anna
Tailored to Anna’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anna
How do I contact Anna?
Call Anna’s local office at (650) 579-3000 or the Merrill main office at (800) 637-7455, and ask for Anna Levaggi.
How long has Anna been a financial advisor?
Anna has been in the industry since 1996, about 30 years. Top 15% by experience at Merrill.
What licenses does Anna hold?
Series 63. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Anna paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Anna for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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