Ann Keitner is a control person of McCarter Private Wealth Services and directly owns under 5% of it.
McCarter Private Wealth Services is an investment adviser based in Boston, MA, registered with the SEC since 1997. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $428 million, as filed on 16 December 2025. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4019686
- Firm
- McCarter Private Wealth Services · CRD 108191
- Role
- Chief Compliance Officer
- In role since
- November 2024 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Boston, MA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Ann Keitner work?
Ann Keitner has been Chief Compliance Officer of McCarter Private Wealth Services LLC since November 2024, and is a control person of the firm.
How can I verify Ann Keitner’s record?
Ann Keitner’s role is listed on McCarter Private Wealth Services LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 108191.