Charles
Barnes
Merryfield Barnes, LLC
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About this Advisor
Charles Barnes is a financial advisor based in Ithaca, New York, working with Merryfield Barnes, LLC. Charles has previously held a position at Merryfield Barnes, LLC. Charles has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Charles is part of Merryfield Barnes, LLC, which operates out of Ithaca, New York. The firm has 4 employees and manages assets totaling $102.6 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Merryfield Barnes, LLC includes asset-based, hourly, and fixed fees.
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Merryfield Barnes, LLC Brokerage Details
$102,618,190
4
521
$196,964
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Charles Barnes Work History
Merryfield Barnes, LLC
Disclosures
Please visit the SEC profile of Charles Barnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merryfield Barnes, LLC
Windermere, FL
Ithaca, NY
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