AdvisorOS Directory
Claim Profile
Unclaimed Profile
CB

Charles Whitney Barnes

MERRYFIELD BARNES, LLC·ITHACA, New York
Series 7, Series 664 years registeredMERRYFIELD BARNES, LLC
202 EAST STATE STREET, ITHACA, NY 14850CRD# 4920725Firm CRD# 159862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Whitney Barnes · ITHACA, NY
Registration
CRD #4920725 · MERRYFIELD BARNES, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

MERRYFIELD BARNES, LLC
Sep 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · September 22, 2021
Years registered · 4
03

Disclosure History

2025Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
MERRYFIELD BARNES, LLC
CRD 159862 · SEC 801-72949
AUM
$103M
Regulatory assets under management
Employees
4
521 client accounts
Services offered by MERRYFIELD BARNES, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MERRYFIELD BARNES, LLC →
Introduction

Speak with Charles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ITHACA?

Browse all registered financial advisors in ITHACA, New York or claim this profile if it's yours.

Browse ITHACA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Charles Whitney Barnes offer?
Charles Whitney Barnes specializes in Investment Management, Wealth Management. Contact their office in ITHACA, New York for a consultation.
What are Charles Whitney Barnes's credentials?
Charles Whitney Barnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Whitney Barnes located?
Charles Whitney Barnes is based in ITHACA, New York, working with MERRYFIELD BARNES, LLC. Their office serves clients in the ITHACA metropolitan area and surrounding communities.
How does Charles Whitney Barnes charge for services?
Charles Whitney Barnes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERRYFIELD BARNES, LLC?
MERRYFIELD BARNES, LLC has approximately 4 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MERRYFIELD BARNES, LLC

Dennis George Merryfield
ITHACA, NY

More Advisors in ITHACA, New York

Robert Thomas Pochily
CORNELL POCHILY INVESTMENT ADVISORS, INC.·ITHACA, NY
Angela Marie Oneill
NEW HORIZON FINANCIAL STRATEGIES, LLC·ITHACA, NY
CFP
Kevin Peter Tarnovski
NEW HORIZON FINANCIAL STRATEGIES, LLC·ITHACA, NY
Shane Patrick O'neill
CORNELL POCHILY INVESTMENT ADVISORS, INC.·ITHACA, NY
Anne Christine Chernish
ANCHOR CAPITAL MANAGEMENT, LLC·ITHACA, NY
Melissa S. Vanderhoof
FINGERLAKES WEALTH MANAGEMENT, INC.·ITHACA, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile