Dennis Merryfield has been Managing Member / President of Merryfield Barnes since November 2011, is a control person of the firm and directly owns 75% or more of it.
Merryfield Barnes, LLC is an Ithaca, NY firm with $124M under management, 200 clients and 2 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
Dennis Merryfield is registered as an investment adviser representative in 3 states. The first approvals date from February 2019; the most recent is New York, in August 2021.
- FloridaSince 15 March 2019
- New YorkSince 19 August 2021
- TexasSince 11 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 2 September 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 25 August 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 August 1999 |
| Series 7 | General Securities Representative Examination | 10 August 1999 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Dennis George Merryfield
- CRD
- 3277072
- Firm
- Merryfield Barnes · CRD 159862
- Role
- Managing Member / President
- Registration
- Investment adviser registration
- In the industry since
- February 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Dennis Merryfield work?
Dennis Merryfield has been Managing Member / President of Merryfield Barnes, LLC since November 2011, and is a control person of the firm.
Is Dennis Merryfield a financial advisor?
Yes. Dennis Merryfield has a current investment-adviser registration in Florida, New York and Texas, through Merryfield Barnes since February 2019.
How many years of experience does Dennis Merryfield have?
Dennis Merryfield has 14 years in the financial industry, since February 2012, across 1 adviser firm.
What exams has Dennis Merryfield passed?
Dennis Merryfield has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in August 1999.
Is Dennis Merryfield registered with FINRA?
No. Dennis Merryfield has no current broker registration.
How can I verify Dennis Merryfield’s record?
Search CRD 3277072 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dennis Merryfield’s full registration record.