Baxter Investment Management

Baxter Investment Management (CRD# 106548) is a financial advisory firm headquartered in Riverside, CT. They manage $670,975,807 in 385 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    671
    MILLION
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $1,742,794
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, LA, MA, NH, NJ, NY, PA, TX

Financial Advisors at Baxter Investment Management
Showing 1 - 5 of 5 top financial advisors.
1
John C. Baxter
CRD#: 4136822
1030 East Putnam Ave., Box 2200, Greenwich, CT 06838

John Baxter (CRD# 4136822) is an Investment Advisor Representative working at Baxter Investment Management in Greenwich, CT and has over 20 years of experience in the finance industry.

2
William J. Baxter
CRD#: 1827361
1030 East Putnam Ave., Greenwich, CT 06836

William Baxter (CRD# 1827361) is an Investment Advisor Representative working at Baxter Investment Management in Greenwich, CT and has over 29 years of experience in the finance industry.

3
William J. Baxter
CRD#: 6883554
1030 East Putnam Avenue, Riverside, CT 06878

William Baxter (CRD# 6883554) is an Investment Advisor Representative working at Baxter Investment Management in Riverside, CT and has over 2 years of experience in the finance industry.

4
Damon L. Hart
CRD#: 2057066
1030 East Putnam Avenue, Riverside, CT 06878

Damon Hart (CRD# 2057066) is an Investment Advisor Representative working at Baxter Investment Management in Riverside, CT and has over 30 years of experience in the finance industry.

5
Jonathan B. Smith
CRD#: 2003076
1030 E. Putnam Ave., Greenwich, CT 06836

Jonathan Smith (CRD# 2003076) is an Investment Advisor Representative working at Baxter Investment Management in Greenwich, CT and has over 19 years of experience in the finance industry.

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