Financial ADVSR advisor directory · SEC adviser records
Mercurio Wealth Advisors financial advisors in Louisville, KY
Every SEC-registered investment adviser representative at a Mercurio Wealth Advisors office in Louisville, A to Z.
The short answer
3 registered advisors work at Mercurio Wealth Advisors in Louisville, out of 3 at the firm nationwide; it ranks number 70 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Mercurio Wealth Advisors advisors in Louisville, A to Z
Every Mercurio Wealth Advisors advisor →- Troy W. BoltonInvestment adviser rep
- Donald A. MercurioInvestment adviser rep
- Ashley R. SchneiderInvestment adviser rep
Mercurio Wealth Advisors advisors in every city and state →Mercurio Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Louisville
All Louisville advisors →Robert W. Baird & Co. Incorporated 144Morgan Stanley 82Ameriprise Financial Services, LLC 56Raymond James & Associates, Inc. 53Cerity Partners LLC 52LPL Financial LLC 41Merrill Lynch, Pierce, Fenner & Smith Incorporated 40Edward Jones 33UBS Financial Services Inc. 33J.P. Morgan Securities LLC 29State Farm Investment Management Corp. 28Stifel, Nicolaus & Company, Incorporated 25
Questions
How many financial advisors does Mercurio Wealth Advisors have in Louisville?
3 investment adviser representatives are registered at Mercurio Wealth Advisors offices in Louisville, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Mercurio Wealth Advisors one of the largest advisor employers in Louisville?
Mercurio Wealth Advisors ranks number 70 in Louisville by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 144.
How do I check a Mercurio Wealth Advisors advisor in Louisville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mercurio Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.