Dennis Merryfield, financial advisor Windermere FL

Dennis Merryfield

CRD Number: 3277072
Current Firm: Merryfield Barnes, LLC

Dennis Merryfield (CRD# 3277072) is an Investment Advisor Representative working at Merryfield Barnes, LLC in Windermere, FL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Merryfield Barnes, LLC Ithaca, NY Dec 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Dennis G. Merryfield
Phone Number: (607) 882-9988
Registered State(s):
  • FL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    103
    MILLIONS
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $196,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, DC, FL, NC, NE, NY, OH, OR, PA, SC, TX, VA, WA

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