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Dennis George Merryfield

Merryfield Barnes, LLC

Windermere, FL

Ithaca, NY

CRD 3277072

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Employer firm

Merryfield Barnes, LLC CRD 159862

$124M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Merryfield Barnes, Llc

202 East State Street Suite 301, Ithaca, NY 14850 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-19
FL RA APPROVED 2019-03-15
TX RA APPROVED 2019-02-11
  • NY RA
    APPROVED
    Since 2021-08-19
  • FL RA
    APPROVED
    Since 2019-03-15
  • TX RA
    APPROVED
    Since 2019-02-11

Branch Locations

Windermere, FL • United States

202 East State Street Suite 301, Ithaca, NY 14850 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merryfield Barnes, Llc Ithaca NY 12/2011 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-25
S63 Uniform Securities Agent State Law Examination 1999-08-21
  • S65 Uniform Investment Adviser Law Examination
    1999-08-25
  • S63 Uniform Securities Agent State Law Examination
    1999-08-21

View on SEC IAPD

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