Troy Bolton has been President of Mercurio & Associates since November 2023, is a control person of the firm and directly owns between 5% and 10% of it. Troy Bolton holds a Bachelor's degree in finance from the University of Louisville.
Mercurio & Associates Inc. is a Louisville, KY firm with $141M under management, 460 clients and 3 advisers in one office, as of its March 2026 filing.
Troy Bolton is President/Wealth Advisor of Mercurio Wealth Advisors. He joined the firm in 2013 to work alongside Alan Mercurio in leadership and service to clients. He has more than 18 years of experience in banking, securities, insurance and other areas of the financial industry, and is an Investment Adviser Representative.
Troy Bolton’s longest registration is the current one, 9 years at Mercurio & Associates since 2017. Before joining Mercurio & Associates in 2017, Troy Bolton was registered through Global Financial Private Capital, LLC.
- Mercurio Wealth AdvisorsCurrent– present · 9 yearsLouisville, KY · Adviser representative · Firm CRD 283632
- Global Financial Private Capital, LLC– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 132070
Investment adviser representative registrations
Troy Bolton is registered as an investment adviser representative in 3 states. The first approvals date from January 2017; the most recent is Florida, in June 2021.
- FloridaSince 21 June 2021
- IndianaSince 7 February 2017
- KentuckySince 19 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 April 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Troy Wayne Bolton
- CRD
- 6401218
- Firm
- Mercurio & Associates · CRD 283632
- Role
- President
- Office
- 9100 SHELBYVILLE RD., SUITE 150, Louisville, KY 40222
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mercurioadvisors.com
Where does Troy Bolton work?
Troy Bolton has been President of Mercurio & Associates Inc. since November 2023, and is a control person of the firm.
Is Troy Bolton a financial advisor?
Yes. Troy Bolton has a current investment-adviser registration in Florida, Indiana and Kentucky, through Mercurio & Associates since January 2017.
How many years of experience does Troy Bolton have?
Troy Bolton has 12 years in the financial industry, since October 2014, across 2 adviser firms.
What exams has Troy Bolton passed?
Troy Bolton passed the Series 65 in April 2014.
Where is Troy Bolton based?
Troy Bolton’s registered office is in Louisville, KY.
Is Troy Bolton registered with FINRA?
No. Troy Bolton has no current broker registration.
How can I verify Troy Bolton’s record?
Search CRD 6401218 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Troy Bolton’s full registration record.
