RIA Intelligence

MERCURIO & ASSOCIATES INC.

Legal name: MERCURIO WEALTH ADVISORS

CRD #283632 SEC #801-121883 LOUISVILLE, KY (502) 253-9366
SEC Registered
Total AUM
$123.2M
Discretionary
$118.1M
Employees
10
Clients
10
Accounts
942

Firm Details

Organization Type
Corporation
State of Formation
Kentucky
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOLTON, TROY, WAYNEIPRESIDENT/SENIOR WEALTH ADVISORNA
BOLTON, TROY, WAYNEIPRESIDENT/SENIOR WEALTH ADVISORNA
BOLTON, TROY, WAYNEIPRESIDENT/SENIOR WEALTH ADVISORNA
MERCURIO, DONALD, ALANIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANICEO & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANIPRESIDENT & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANICEO & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANICEO & CHIEF COMPLIANCE OFFICERE Control
MERCURIO, DONALD, ALANICEO & CHIEF COMPLIANCE OFFICERE Control
BOLTON, TROY, WAYNEIPRESIDENTA Control
BOLTON, TROY, WAYNEIPRESIDENTA Control

Registrations

Federal

IA
Mar 21, 2025 REGISTERED

Notice Filings (5)

FL IN KY NE TX

Address

9100 SHELBYVILLE RD.
SUITE 150
LOUISVILLE, KY 40222
United States
Phone: (502) 253-9366