Bradley Barnes has been Chief Compliance Officer & Chief Executive Officer of Entruity Wealth since June 2017, is a control person of the firm and directly owns under 5% of it. Bradley Barnes holds a BS in Finance from the University of Southern California.
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.
Bradley C. Barnes is Founder & CEO of Entruity Wealth, LLC, based in Bakersfield, California. He began a 36-year career at EF Hutton & Company, which later became Lehman Brothers, Smith Barney and Morgan Stanley, first serving as an account executive. He was asked to serve as trustee of the Kern County Employee’s Retirement Association, where he served as chairman of the board.
Bradley Barnes’ longest registration was 10 years at Citigroup Global Markets Inc. (1997–2007). Before joining Entruity Wealth in 2017, Bradley Barnes was registered through Morgan Stanley and Morgan Stanley & Co. Incorporated.
- Entruity Wealth, LLCCurrent– present · 9 yearsBakersfield, CA · Adviser representative · Firm CRD 288331
- Morgan Stanley– · 8 yearsBakersfield, CA · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · 1 yearBakersfield, CA · Adviser representative · Firm CRD 8209
- Citigroup Global Markets Inc.– · 10 yearsBakersfield, CA · Adviser representative · Firm CRD 7059
Professional designations
Listed by Entruity Wealth
- CFP®
- CKA®
Investment adviser representative registrations
Bradley 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 |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 17 July 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 March 1981 |
| Series 7 | General Securities Representative Examination | 21 March 1981 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bradley Calvin Barnes
- CRD
- 726498
- Firm
- Entruity Wealth · CRD 288331
- Role
- Chief Compliance Officer & Chief Executive Officer
- Office
- 11601 BOLTHOUSE DRIVE, SUITE 120, Bakersfield, CA 93311
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1981
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- entruity.com
Where does Bradley Barnes work?
Bradley Barnes has been Chief Compliance Officer & Chief Executive Officer of Entruity Wealth, LLC since June 2017, and is a control person of the firm.
Is Bradley Barnes a financial advisor?
Yes. Bradley Barnes has a current investment-adviser registration in California and Texas, through Entruity Wealth since July 2017.
How many years of experience does Bradley Barnes have?
Bradley Barnes has 45 years in the financial industry, since March 1981, across 4 adviser firms.
What exams has Bradley Barnes passed?
Bradley Barnes has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 1981. FINRA credited Bradley Barnes with the SIE, which began in October 2018.
Where did Bradley Barnes work before Entruity Wealth?
Before Entruity Wealth, Bradley Barnes was registered through Morgan Stanley & Co. Incorporated, August 2007 to June 2009; Citigroup Global Markets Inc., March 1997 to September 2007.
Where is Bradley Barnes based?
Bradley Barnes’ registered office is in Bakersfield, CA.
Is Bradley Barnes registered with FINRA?
Yes. Bradley Barnes has a current broker registration, under CRD 726498.
Source: FINRA BrokerCheck
Is Bradley Barnes a CFP?
Entruity Wealth lists Bradley Barnes with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Bradley C. Barnes, CFP®, CKA® biography, entruity.com
How can I verify Bradley Barnes’ record?
Search CRD 726498 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Bradley Barnes’ full registration record.
