Troy Wayne Bolton

Employer firm

Mercurio Wealth Advisors CRD 283632

$141M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 05/2022
  Mercurio Wealth Management
  Louisville, KY
• 10/2014 → 06/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 06/2022 → Present
  Mercurio Wealth Advisors
  Louisville, KY
• 10/2013 → Present
  Mercurio Wealth Advisors
  Louisville, KY

Previous Registrations

• 2014-10-03 → 2017-06-01
  Global Financial Private Capital, Inc.
  Louisville, KY
  Sarasota, FL

Other Businesses

Mercurio Insurance Services; investment related: Yes; Location of the business: 9100 Shelbyville Road, Suite 150 Louisville KY 40222 ; Description of the business: Mercurio Insurance Services is the Insurance agency that all Advisors under the RIA are licensed to. Alan, Troy, Andy and Nick are all licensed under Mercurio Insurance Services to sell insurance products. ; Position Title: N/A; Responsibilities Duties: N/A; Start date with business: 2017-03-24; Hours devoted to business during trading hours: 8; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 50.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-28