TrueAdvisor
TrueAdvisor
AS
AS

Ashley Rose Schneider

Mercurio Wealth Advisors
4 Years of Experience
View SEC Summary
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
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mercurio Wealth Advisors
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Edward Jones
November 2021 - May 2024 · 2 yrs 6 mos
Edward JonesBroker
October 2021 - May 2024 · 2 yrs 7 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.