MCCARTER PRIVATE WEALTH SERVICES LLC

MCCARTER PRIVATE WEALTH SERVICES LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 108191). Regulatory assets under management: $427.7M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Charities.

Officers, owners & control persons (11)

NameRoleLocation
Ann Freeman KeitnerCHIEF COMPLIANCE OFFICER
Melissa W FlynnMANAGER
BAXTER RAYMOND EDWARDMANAGER; MANAGER, CHIEF COMPLIANCE OFFICER
NESS MONICA ANNMANAGER
MEDWED HOWARD DMANAGER
RIVES ROBERT CLEMENTMANAGER
GOODWIN STEVEN CMANAGER; MANAGER, CHIEF COMPLIANCE OFFICER
FOLTA RAND GOODWINMANAGER
FLYNN ERIC WMANAGER
KEITNER ANN FREEMANCHIEF COMPLIANCE OFFICER
NOWAK MARK AMANAGER

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