| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Freeman Keitner Control | Chief Compliance Officer | Under 5% | 2024 |
| McCarter Private Wealth Services Holdings, LLC Control | Managing Member | Over 75% | 2024 |
| Melissa W Flynn Control | Manager | Under 5% | 2024 |
McCarter Private Wealth Services LLC reports $427.7 million in regulatory assets under management on its Form ADV.
McCarter Private Wealth Services LLC reports 6 employees.
McCarter Private Wealth Services LLC is based in Boston, MA and has been SEC-registered since 1997.
McCarter Private Wealth Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 265 Franklin Street, Boston, MA 02110 |
| Phone | 617-449-6500 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $358.5M |
| Non-discretionary | $69.2M |
| Total (RAUM) | $427.7M |