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Melissa W Flynn

Mccarter Private Wealth Services LLC

Boston, MA

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Current Employers
Mccarter Private Wealth Services Llc

265 Franklin Street, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-24
MA RA APPROVED 2012-08-27
  • TX RA
    APPROVED_RES
    Since 2025-01-24
  • MA RA
    APPROVED
    Since 2012-08-27

Branch Locations

265 Franklin Street, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Burns & Levinson Asset Management, Llc Boston MA 09/2002 Present
  • 09/2002 → Present
    Burns & Levinson Asset Management, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-20
  • S65 Uniform Investment Adviser Law Examination
    2012-08-20

View on SEC IAPD

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