Melissa W Flynn
Investment adviser representative at Mccarter Private Wealth Services LLC
24 yearsExperience
2 statesRegistered in
$427.7MFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Mccarter Private Wealth Services LLCAug 2012 to now
- Burns & Levinson Asset Management, LLCSep 2002 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Mccarter Private Wealth Services LLC
$427.7MAssets managed
126Clients
2Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6040249
- Firm CRD
- 108191