Troy Wayne Bolton
Investment adviser representative at Mercurio Wealth Advisors
13 yearsExperience
3 statesRegistered in
$141.1MFirm assets
5 yearsFirm in business
Are you Troy Wayne Bolton? Claim your profile
Contact this firm
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
13 years in the industry.
- Mercurio Wealth AdvisorsOct 2013 to now
- Mercurio Wealth ManagementJan 2017 to May 2022
- Global Financial Private Capital, LLCOct 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (FL, IN, KY).
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
- 6401218
- Firm CRD
- 283632