MCCARTER PRIVATE WEALTH SERVICES LLC
CRD #108191 SEC #801-54171 BOSTON, MA 617-449-6500
SEC Registered
Total AUM
$427.7M
Discretionary
$358.5M
Employees
6
Clients
0
Accounts
199
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Dec 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| FLYNN, MELISSA, W | I | MANAGER | NA | Control |
| FLYNN, MELISSA, W | I | MANAGER | NA | Control |
| FLYNN, MELISSA, W | I | MANAGER | NA | Control |
| FOLTA, RAND, GOODWIN | I | MANAGER | NA | Control |
| FOLTA, RAND, GOODWIN | I | MANAGER | NA | Control |
| FOLTA, RAND, GOODWIN | I | MANAGER | NA | Control |
| FOLTA, RAND, GOODWIN | I | MANAGER | NA | Control |
| FOLTA, RAND, GOODWIN | I | MANAGER | NA | Control |
| FOLTA, RAND, GOODWIN | I | MANAGER | NA | Control |
| FOLTA, RAND, GOODWIN | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GOODWIN, STEVEN, C | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KEITNER, ANN, FREEMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEITNER, ANN, FREEMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEITNER, ANN, FREEMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| MEDWED, HOWARD, D | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| NOWAK, MARK, A | I | MANAGER | NA | Control |
| RIVES, ROBERT, CLEMENT | I | MANAGER | NA | Control |
| RIVES, ROBERT, CLEMENT | I | MANAGER | NA | Control |
| RIVES, ROBERT, CLEMENT | I | MANAGER | NA | Control |
| RIVES, ROBERT, CLEMENT | I | MANAGER | NA | Control |
| RIVES, ROBERT, CLEMENT | I | MANAGER | NA | Control |
| RIVES, ROBERT, CLEMENT | I | MANAGER | NA | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER | E | Control |
| BAXTER, RAYMOND, EDWARD | I | MANAGER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| BURNS & LEVINSON, LLP | DE | MANAGING MEMBER | E | Control |
| FOLTA, RAND, GOODWIN | I | MANAGER | E | Control |
| GOODWIN, STEVEN, C | I | MANAGER | E | Control |
| GOODWIN, STEVEN, C | I | MANAGER | E | Control |
| MCCARTER PRIVATE WEALTH SERVICES HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| MCCARTER PRIVATE WEALTH SERVICES HOLDINGS, LLP | DE | MANAGING MEMBER | E | Control |
| MCCARTER PRIVATE WEALTH SERVICES HOLDINGS, LLP | DE | MANAGING MEMBER | E | Control |
| MEDWED, HOWARD, D | I | MANAGER | E | Control |
| MEDWED, HOWARD, D | I | MANAGER | E | Control |
| RIVES, ROBERT, CLEMENT | I | MANAGER | E | Control |
| RIVES, ROBERT, CLEMENT | I | MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MCCARTER & ENGLISH, LLP | DE | MCCARTER PRIVATE WEALTH SERVICES HOLDINGS, LLP | E | Control |
| MCCARTER & ENGLISH, LLP | DE | MCCARTER PRIVATE WEALTH SERVICES HOLDINGS, LLP | E | Control |
Registrations
Federal
IA
Dec 16, 2025 REGISTERED
Notice Filings (7)
CA CT FL MA ME NH TX
Address
265 FRANKLIN STREETBOSTON, MA 02110
United States
Phone: 617-449-6500