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Charles Whitney Barnes

Merryfield Barnes, LLC

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About Charles Whitney Barnes

Charles Barnes is a registered Investment Advisor Representative in New York. Charles has been in the industry since April 2005 and has been associated with Merryfield Barnes, LLC since December 2011. Prior to joining Merryfield Barnes, LLC, Charles held roles at MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC.. Charles earned the Series 7 and Series 66 licenses. Charles is licensed to provide investment advice to individuals, pension plans, and corporations. Charles also provides portfolio management for businesses and individuals. Charles is a member of the firm's Financial Planning team and specializes in investment management and financial planning.

Firm Information

Charles Barnes is currently registered with Merryfield Barnes, LLC. Merryfield Barnes, LLC is an investment advisor based in Ithaca, NY, with approximately $102,618,190 in regulatory assets under management. They provide portfolio management services for individuals and businesses. They also manage assets for charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Merryfield Barnes, LLC

202 EAST STATE STREET

ITHACA, NY 14850

$102.62M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Barnes’s Registration & Firm History

NY

09/22/2021 - Present

Merryfield Barnes, LLC (ITHACA NY)

NY

06/01/2009 - 12/08/2011

MORGAN STANLEY SMITH BARNEY (ITHACA NY)

NY

04/27/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (ITHACA NY)

MO

04/14/2005 - 05/01/2006

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 05/27/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Whitney Barnes.
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