Merryfield Barnes, LLC
Merryfield Barnes, LLC (CRD# 159862) is a financial advisory firm headquartered in Ithaca, NY. They manage $102,618,190 in 521 accounts and serve the financial needs of clients across 13 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management103MILLION
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Total Number of Accounts521ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, DC, FL, NC, NE, NY, OH, OR, PA, SC, TX, VA, WA
Financial Advisors at Merryfield Barnes, LLC
1
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.
2
Charles Barnes (CRD# 4920725) is an Investment Advisor Representative working at Merryfield Barnes, LLC in Ithaca, NY and has over 18 years of experience in the finance industry.
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