Troy Bolton, financial advisor Louisville KY
90 score

Troy Bolton

CRD Number: 6401218
Current Firm: Mercurio Wealth Advisors

Troy Bolton (CRD# 6401218) is an Investment Advisor Representative working at Mercurio Wealth Advisors in Louisville, KY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mercurio Wealth Management Louisville, KY Jan 2017 - Current 1
Global Financial Private Capital, LLC Sarasota, FL Oct 2014 - Current 3
Mercurio Wealth Advisors (insurance) Louisville, KY Oct 2013 - Current 4
Discover Home Loans Louisville, KY Dec 2011 - Oct 2013 1
Monumental Life Louisville, KY Dec 2010 - Dec 2011 1
Us Bank Louisville, KY May 2005 - Dec 2010 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Troy W. Bolton
Phone Number: (502) 253-9366
Registered State(s):
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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