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Charles Whitney Barnes

Merryfield Barnes, LLC

Ithaca, NY

CRD 4920725

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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 2021-09-22
  • NY RA
    APPROVED
    Since 2021-09-22

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merryfield Barnes, Llc Ithaca NY 12/2011 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-27
  • S66 Uniform Combined State Law Examination
    2005-05-27

View on SEC IAPD

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