Andrew Calvin Barnes
Investment adviser representative at Entruity Wealth, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$171.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Sep 2020 to now
- Entruity Wealth, LLCJul 2017 to now
- Purshe Kaplan Sterling Investments, Inc.Jul 2017 to May 2018
- Morgan StanleyAug 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Entruity Wealth, LLC
$171.3MAssets managed
305Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6056718
- Firm CRD
- 288331