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MCCARTER PRIVATE WEALTH SERVICES LLC

BOSTON, MA · CRD 108191 · IAPD ↗ · mccarterpws.com · 617-449-6500

$427.7MRegulatory AUM
1Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
January 2025 — MCCARTER PRIVATE WEALTH SERVICES LLC notice-filed in NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
December 2024 — MCCARTER PRIVATE WEALTH SERVICES LLC changed its website from blasset.com to mccarterpws.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
December 2024 — BURNS & LEVINSON ASSET MANAGEMENT is now doing business as MCCARTER PRIVATE WEALTH SERVICES LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.