LPL Financial
47yrs
Top advisor by experience in San Diego
32yrs
Anthony Gee
Financial advisor at Merrill
Anthony Gee has worked in the financial industry for 32 years and is a fiduciary financial advisor based in San Diego, California. After two years at Morgan Stanley & Co. and nine years at Morgan Stanley DW, Anthony joined Merrill in 2008, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience in San Diego
Office701 B St, San Diego, CA 92101
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 ?1 state
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.
Career
- 2008 – nowMerrillCurrent firm
- Apr 2007 – Dec 2008Morgan Stanley & Co. LLCPreviously
- 1998 – 2007Morgan Stanley DW Inc.Previously
Contact Anthony
Local office(619) 699-3700Ask for Anthony. (800) 637-7455Main office · New York, NY 701 B StSan Diego, CA 92101Office · Get directions
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Questions to ask Anthony
Tailored to Anthony’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 Anthony
How do I contact Anthony?
Call Anthony’s local office at (619) 699-3700 or the Merrill main office at (800) 637-7455, and ask for Anthony Gee.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 1994, about 32 years. Top 12% by experience in San Diego.
What licenses does Anthony hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Anthony 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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