AdvisorOS Directory
Claim Profile
CB

Charles Whitney Barnes

MERRYFIELD BARNES, LLC·ITHACA, New York
Unclaimed Profile
202 EAST STATE STREET, ITHACA, NY 14850CRD# 4920725Firm CRD# 159862
01

About

Charles Whitney Barnes is a registered financial advisor based in ITHACA, New York, affiliated with MERRYFIELD BARNES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
MERRYFIELD BARNES, LLC
MERRYFIELD BARNES, LLC
AUM
$103M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MERRYFIELD BARNES, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4920725
Firm CRD# 159862
No disclosures on file
View on FINRA BrokerCheck →

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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 in ITHACA
Dennis George Merryfield — MERRYFIELD BARNES, LLCEzra Cornell — CORNELL POCHILY INVESTMENT ADVISORS, INC.Robert Thomas Pochily — CORNELL POCHILY INVESTMENT ADVISORS, INC.Nelson Bradford Mead — CORNELL POCHILY INVESTMENT ADVISORS, INC.Susan Devitt Mccormick — FINGERLAKES WEALTH MANAGEMENT, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile