Donald Alan Mercurio

Mercurio Wealth Advisors

23 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Mercurio Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

425 clients

Average Client Portfolio

$290K average

Assets Under Management

$123.2M

Fee Structure

Financial Planning:Investment management only

Location

9100 Shelbyville Rd., Suite 150, Louisville, KY, 40222

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2000

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Donald is affiliated with Mercurio Insurance Services, an insurance agency where advisors under the RIA are licensed to sell insurance products. He spends a few hours per week on this activity, deriving 50% of his total yearly compensation from it.

Employment History

Current Registrations

Mercurio Wealth Advisors

January 2017 - Present · 9 yrs 1 mo

Previous Registrations

Global Financial Private Capital, LLC

July 2011 - June 2017 · 5 yrs 11 mos

First Allied Advisory Services, INC.

January 2007 - August 2011 · 4 yrs 7 mos

Ffp Advisory Services INC

June 2006 - January 2007 · 7 mos

Fsc Securities Corporation

October 2003 - June 2006 · 2 yrs 8 mos

Investacorp Advisory Services INC

October 2002 - November 2003 · 1 yr 1 mo

Linsco/private Ledger CORP.

March 2002 - September 2002 · 6 mos

State Registrations4 states

FLINKYTX

Advisor

Exams

No exam information available for this advisor.