MCCARTER PRIVATE WEALTH SERVICES LLC

BOSTON, Massachusetts·5 registered advisors·CRD# 108191
SEC# 801-541710617-449-6500
01

Firm Overview

AUM
$381M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at MCCARTER PRIVATE WEALTH SERVICES LLC

5 registered advisors
Howard D Medwed
BOSTON, Massachusetts
Mark A Nowak
BOSTON, Massachusetts
Melissa W Flynn
BOSTON, Massachusetts
Raymond Edward Baxter
BOSTON, Massachusetts
Steven C Goodwin
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
5 advisors

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Data sourced from SEC Form ADV filings. MCCARTER PRIVATE WEALTH SERVICES LLC (CRD# 108191) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.