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Dennis George Merryfield

MERRYFIELD BARNES, LLC·ITHACA, New York
Series 7, Series 31, Series 63, Series 65Clean record14 years registeredMERRYFIELD BARNES, LLC
202 EAST STATE STREET, ITHACA, NY 14850CRD# 3277072Firm CRD# 159862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis George Merryfield · ITHACA, NY
Registration
CRD #3277072 · MERRYFIELD BARNES, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

Feb 2019present
Jan 2017Dec 2018
ITHACA, NY
Dec 2011Dec 2016
ITHACA, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · December 20, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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
Introduction

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05

Frequently Asked Questions

What services does Dennis George Merryfield offer?
Dennis George Merryfield specializes in Investment Management, Wealth Management. Contact their office in ITHACA, New York for a consultation.
What are Dennis George Merryfield's credentials?
Dennis George Merryfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis George Merryfield located?
Dennis George Merryfield 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 Dennis George Merryfield charge for services?
Dennis George Merryfield'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.
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