BBB Accredited Business Profile

Mercurio Wealth Advisors

Mercurio Wealth Advisors

(502) 253-9366

Mercurio Wealth Advisors

28 years in business
9100 Shelbyville Rd.,Suite#150
Louisville, KY 40222
Fax Numbers
  • (502) 253-9370
Additional Email Addresses
  • Info@MercurioAdvisors.com
Additional Website Addresses
BBB File Opened: 09/14/2005
Business Started: 01/01/1990
Type of Entity
Corporation
Business Management
  • Mr. Donald Alan Mercurio, President
  • Mr. Scott Walker, Controller
Contact Information
  • Customer Service: Ms. Erica Hodge, Director of Operations
Business Category
  • Financial Planning Consultants
  • Investment Advisory Services
  • Investment Security
  • Retirement Planning Services
  • Financial Services
  • Strategic Planning Consultants

Alternate Business Names
  • Mercurio & Associates, Inc.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 1624265 for this business, issued by FINRA FINANCIAL INDUSTRY REGULATORY AUTHORITY

    FINRA FINANCIAL INDUSTRY REGULATORY AUTHORITY
    1735 K STREET, Washington, DC 20006
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

  • BBB records show a license number of 1624265 for this business, issued by Kentucky Department of Financial Institutions

    Kentucky Department of Financial Institutions
    1025 Capitol Center Drive, Suite 200, Frankfort, KY 40601
    http://www.kfi.ky.gov
    Phone Number:  (502) 5733390
    Fax Number:   (502) 5730086

BBB accredited business

A+

Overview

Do you want to reach success with your retirement goals? Mercurio Wealth Advisors can help. The first step to a successful retirement is ensuring all aspects of your life are included in your retirement plan. Tying your investments, income, and estate planning into an all-encompassing place, our end goal is for a happy and stress-free retirement. Our strategic partners allow us to give each of our clients a complete 360-degree view of their retirement plan. By starting with our advisors who have over 40 years of combined experience to help you with your income and investment planning, we ensure that you find success in your future goals.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Mercurio Wealth Advisors

Mercurio Wealth Advisors

BBB ACCREDITATION SINCE 04/10/2006

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