Andrew Jack Koro

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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 08/2024 → 04/2026
  Bankers Life
  Greensboro, NC
• 04/2024 → 06/2024
  Aaa Self Storage
  Greensboro, NC
• 01/2024 → 03/2024
  Gamestop
  Greensboro, NC
• 12/2022 → 12/2023
  General Nutrition Corporation
  Greensboro, NC
• 01/2022 → 12/2022
  Home Depot
  Greensboro, NC
• 08/2020 → 12/2024
  Uncg
  Greensboro, NC
• 05/2016 → 06/2020
  Reagan Highschool
  Pfafftown , NC

Other Businesses

I*4511305 Entity Type: Entity For Profit Name of OBA: Koro Financial Address: winston salem, North Carolina, 27106 Investment Related: No Position, Title, Association: Officer Employee Start Date: 08/29/2025 Number of Hours: 1, Weekly Number of Hours during trading: 0, Weekly Duties: The LLC is inactive and was formed for administrative and organizational purposes. It is not conducting business whatsoever. All trading activity is done on my personal brokerage only and not on behalf of others. minimal, no regular operations

Exams

• S66 Uniform Combined State Law Examination
  2026-07-09

Other Names

• Andrew Koro