Aaron Andu, financial advisor Atlanta GA
90 score

Aaron Andu

CRD Number: 6333151
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Aaron Andu (CRD# 6333151) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Atlanta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Atlanta, GA Oct 2017 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Atlanta, GA Aug 2017 - Current < 1
Georgia State University Atlanta, GA Jan 2017 - Jul 2017 < 1
Liberty Tax Acworth, GA Dec 2016 - Apr 2017 < 1
Lincoln Financial Advisors Corporation Atlanta, GA Apr 2016 - Dec 2016 < 1
Edward Jones St. Louis, MO Jun 2014 - Apr 2016 1
Florida A&m University Tallahassee, FL Dec 2009 - May 2014 4
Telerx, Inc. Kings Mountain, NC Jun 2013 - Jul 2013 < 1
Pricewaterhousecoopers Atlanta, GA Jun 2012 - Jul 2012 < 1
Unemployed Tallahassee, FL Aug 2010 - Jun 2012 1
Kroger Woodstock, GA Feb 2010 - Aug 2010 < 1
Unemployed Woodstock, GA Jun 2004 - Feb 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Aaron Andu
Phone Number: 800-637-7455
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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