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Dennis George Merryfield

Merryfield Barnes, LLC

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About Dennis George Merryfield

Dennis Merryfield is an investment advisor representative with Merryfield Barnes, LLC. Dennis has been in the industry since 2000 and holds the Series 63, 65, 7 and 31 licenses. Dennis has experience working at Morgan Stanley Smith Barney, CITIGROUP GLOBAL MARKETS INC. and DEAN WITTER REYNOLDS INC. Merryfield Barnes, LLC is an investment advisory firm headquartered in Ithaca, New York. The firm provides portfolio management for individuals and businesses. They have over 500 clients with total assets under management over $100 million.

Firm Information

Dennis Merryfield 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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Dennis Merryfield’s Registration & Firm History

FL

02/11/2019 - Present

Merryfield Barnes, LLC (Windermere FL)

NY

06/01/2009 - 12/08/2011

MORGAN STANLEY SMITH BARNEY (ITHACA NY)

NY

05/15/2000 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (ITHACA NY)

NY

08/14/1999 - 05/23/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 08/25/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/02/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 08/10/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis George Merryfield.
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