# MCCARTER PRIVATE WEALTH SERVICES LLC

MCCARTER PRIVATE WEALTH SERVICES LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 108191
- Type: SEC-registered investment adviser
- SEC file number: 801-54171
- Location: 265 FRANKLIN STREET, BOSTON, MA, 02110
- Phone: 617-449-6500
- Latest filing: 2025-12-16
- Regulatory AUM: $427.7M
- Discretionary AUM: $358.5M
- Non-discretionary AUM: $69.2M
- Clients: 6
- Accounts: 199

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Ann Freeman Keitner | CHIEF COMPLIANCE OFFICER | — |
| Melissa W Flynn | MANAGER | — |
| BAXTER RAYMOND EDWARD | MANAGER; MANAGER, CHIEF COMPLIANCE OFFICER | — |
| NESS MONICA ANN | MANAGER | — |
| MEDWED HOWARD D | MANAGER | — |
| RIVES ROBERT CLEMENT | MANAGER | — |
| GOODWIN STEVEN C | MANAGER; MANAGER, CHIEF COMPLIANCE OFFICER | — |
| FOLTA RAND GOODWIN | MANAGER | — |
| FLYNN ERIC W | MANAGER | — |
| KEITNER ANN FREEMAN | CHIEF COMPLIANCE OFFICER | — |
| NOWAK MARK A | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108191/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108191/similar
- Related entities: https://search.stillhousedata.com/firm/108191/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108191

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.