Melissa Flynn has been Manager of McCarter Private Wealth Services since November 2024, is a control person of the firm and directly owns under 5% of it.
McCarter Private Wealth Services LLC is a Boston, MA firm with $428M under management, 126 clients and 1 adviser in one office, as of its December 2025 filing.
- – present · 14 yearsBoston, MA · Adviser representative · Firm CRD 108191
Investment adviser representative registrations
Melissa Flynn is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2012; the most recent is Texas, in January 2025.
- MassachusettsSince 27 August 2012
- TexasResidentSince 24 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 August 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Melissa W Flynn
- CRD
- 6040249
- Firm
- McCarter Private Wealth Services · CRD 108191
- Role
- Manager
- Office
- 265 FRANKLIN STREET, Boston, MA 02110
- Registration
- Investment adviser registration
- In the industry since
- August 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Melissa Flynn work?
Melissa Flynn has been Manager of McCarter Private Wealth Services LLC since November 2024, and is a control person of the firm.
Is Melissa Flynn a financial advisor?
Yes. Melissa Flynn has a current investment-adviser registration in Massachusetts and Texas, through McCarter Private Wealth Services since August 2012.
How many years of experience does Melissa Flynn have?
Melissa Flynn has 14 years in the financial industry, since August 2012, across 1 adviser firm.
What exams has Melissa Flynn passed?
Melissa Flynn passed the Series 65 in August 2012.
Where is Melissa Flynn based?
Melissa Flynn’s registered office is in Boston, MA.
Is Melissa Flynn registered with FINRA?
No. Melissa Flynn has no current broker registration.
How can I verify Melissa Flynn’s record?
Search CRD 6040249 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Melissa Flynn’s full registration record.