Charles Whitney Barnes
Investment Adviser Representative at MERRYFIELD BARNES, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Charles Whitney Barnes has worked in the securities industry since 2021. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in New York.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Equities/ETFs/Options - Up to $500,000 | 2.00% |
| Equities/ETFs/Options - $500,001 to $1,000,000 | 1.75% |
| Equities/ETFs/Options - $1,000,001 to $5,000,000 | 1.00% |
| Corporate/Sovereign Debt/High-Yield Bonds - Up to $500,000 | 1.75% |
| Corporate/Sovereign Debt/High-Yield Bonds - $500,001 to $1,000,000 | 1.50% |
| Corporate/Sovereign Debt/High-Yield Bonds - $1,000,001 to $5,000,000 | 1.00% |
| Municipal Bonds - Up to $5,000,000 | 0.20% |
| Municipal Bonds - $5,000,001 to $10,000,000 | 0.17% |
| Municipal Bonds - Above $10,000,000 | 0.15% |
| Mutual Funds - Up to $1,000,000 | 1.40% |
| Mutual Funds - Above $1,000,000 | 1.00% |
Merryfield Barnes, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at MERRYFIELD BARNES, LLC
1 other advisor in the directory
View MERRYFIELD BARNES, LLC firm profileThis profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Whitney Barnes has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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