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Advisors / New Jersey / Pennington
19yrs

Anastasios Geivelis

Financial advisor at Merrill

Anastasios Geivelis has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Pennington, New Jersey. Anastasios has been with Merrill since 2010. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.

One of 626 advisors with offices in Pennington, and one of 622 fiduciaries.

Pennington, NJ 08534Fiduciary advisor
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At a glance

Experience19 years (since 2008)
How that compares ?More experience than 68% of advisors in Pennington
Office1100-1800 American Blvd CI Relationship Management, Pennington, NJ 08534
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
Series 66Uniform Combined State Law Examination

Career

  1. 2010 – now
    MerrillCurrent firm
  2. Mar 2008 – Dec 2008
    MerrillPreviously

Questions to ask Anastasios

Tailored to Anastasios’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Anastasios

How do I contact Anastasios?

Call Merrill at (800) 637-7455 and ask for Anastasios Geivelis. Anastasios works from the Pennington, NJ office.

How long has Anastasios been a financial advisor?

Anastasios has been in the industry since 2008, about 19 years. More experience than 68% of advisors in Pennington.

What licenses does Anastasios hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Anastasios a fiduciary?

Anastasios is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Anastasios paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Anastasios 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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