McCarter Private Wealth Services LLC
● SEC registered since 1997CRD 108191SEC# 801-54171Boston, MA
Reg. AUM
$427.7M
Employees
6
Accounts
199
Location
Boston, MA
McCarter Private Wealth Services LLC assets under management
McCarter Private Wealth Services LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 1997. It reports $427.7 million in regulatory assets under management and employs 6 people.
McCarter Private Wealth Services LLC owners & executives
4 reported| 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 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does McCarter Private Wealth Services LLC manage?
McCarter Private Wealth Services LLC reports $427.7 million in regulatory assets under management on its Form ADV.
How many employees does McCarter Private Wealth Services LLC have?
McCarter Private Wealth Services LLC reports 6 employees.
Where is McCarter Private Wealth Services LLC located?
McCarter Private Wealth Services LLC is based in Boston, MA and has been SEC-registered since 1997.
Does McCarter Private Wealth Services LLC disclose fund performance?
McCarter Private Wealth Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$427.7MNo change
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$427.7Mregulatory AUM
Discretionary $358.5MNon-discretionary $69.2M