Andrew Barnes has been Chief Investment Officer & President of Entruity Wealth since July 2017, is a control person of the firm and directly owns under 5% of it. Andrew Barnes holds a BS in Business Administration with a concentration in Finance from California State University, Bakersfield.
Entruity Wealth, LLC is a Bakersfield, CA firm with $171M under management, 305 clients and 2 advisers in one office, as of its March 2026 filing.
Andrew C. Barnes is President & CIO of Entruity Wealth, LLC, based in Bakersfield, California. At Entruity he meets with clients, constructs financial plans, executes trades, and builds and maintains the firm’s technology. He joined Morgan Stanley full-time during his senior year, and halfway through its Financial Advisory Associate training program he and his father decided to start Entruity.
Andrew Barnes’ longest registration is the current one, 9 years at Entruity Wealth since 2017. Before joining Entruity Wealth in 2017, Andrew Barnes was registered through Morgan Stanley.
- Entruity Wealth, LLCCurrent– present · 9 yearsBakersfield, CA · Adviser representative · Firm CRD 288331
- Morgan Stanley– · 2 yearsBakersfield, CA · Adviser representative · Firm CRD 149777
Professional designations
Listed by Entruity Wealth
- CFP®
Investment adviser representative registrations
Andrew Barnes is registered as an investment adviser representative in 2 states. Each was approved in July 2017.
- CaliforniaSince 31 July 2017
- TexasSince 28 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 23 November 2020 |
| Series 7TO | General Securities Representative Examination | 27 October 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 June 2015 |
| Series 7 | General Securities Representative Examination | 21 May 2015 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew Calvin Barnes
- CRD
- 6056718
- Firm
- Entruity Wealth · CRD 288331
- Role
- Chief Investment Officer & President
- Office
- 11601 BOLTHOUSE DRIVE, SUITE 120, Bakersfield, CA 93311
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2015
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- entruity.com
Where does Andrew Barnes work?
Andrew Barnes has been Chief Investment Officer & President of Entruity Wealth, LLC since July 2017, and is a control person of the firm.
Is Andrew Barnes a financial advisor?
Yes. Andrew Barnes has a current investment-adviser registration in California and Texas, through Entruity Wealth since July 2017.
How many years of experience does Andrew Barnes have?
Andrew Barnes has 11 years in the financial industry, since May 2015, across 2 adviser firms.
What exams has Andrew Barnes passed?
Andrew Barnes has passed 4 licensing exams: the Series 7, Series 66, Series 7TO and Series 63. The earliest, the Series 7, was passed in May 2015. FINRA credited Andrew Barnes with the SIE, which began in October 2018.
Where is Andrew Barnes based?
Andrew Barnes’ registered office is in Bakersfield, CA.
Is Andrew Barnes registered with FINRA?
Yes. Andrew Barnes has a current broker registration, under CRD 6056718.
Source: FINRA BrokerCheck
Is Andrew Barnes a CFP?
Entruity Wealth lists Andrew Barnes with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Andrew Barnes’ record?
Search CRD 6056718 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Andrew Barnes’ full registration record.
