Donald Alan Mercurio
Investment adviser representative at Mercurio Wealth Advisors
17 yearsExperience
4 statesRegistered in
$141.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Mercurio Wealth AdvisorsApr 2000 to now
- Global Financial Private CapitalJul 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 4 states (FL, IN, KY, TX).
Mercurio Wealth Advisors
Legal name: Mercurio & Associates Inc.
$141.1MAssets managed
460Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1624265
- Firm CRD
- 283632