Mercurio Wealth Advisors

Mercurio Wealth Advisors (CRD# 283632) is a financial advisory firm headquartered in Louisville, KY. They manage $105,048,971 in 913 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
9100 Shelbyville Rd., Suite 150, Louisville, KY 40222
https://www.facebook.com/mercuriowealthadvisors/
By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    913
    ACCOUNTS
  • Average Account Value
    $115,059
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, KY, NE, TX

Financial Advisors at Mercurio Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Troy Bolton, financial advisor Louisville KY
Troy W. Bolton
CRD#: 6401218
9100 Shelbyville Rd., Suite 150, Louisville, KY 40222

Troy Bolton (CRD# 6401218) is an Investment Advisor Representative working at Mercurio Wealth Advisors in Louisville, KY and has over 9 years of experience in the finance industry.

2
Donald Mercurio, financial advisor Louisville KY
Donald A. Mercurio
CRD#: 1624265
9100 Shelbyville Rd., Suite 150, Louisville, KY 40222

Donald Mercurio (CRD# 1624265) is an Investment Advisor Representative working at Mercurio Wealth Advisors in Louisville, KY and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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