Baxter Investment Management

Baxter Investment Management (CRD# 106548) is a financial advisory firm headquartered in Riverside, CT. They manage $372,053,602 in 643 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
1030 East Putnam Avenue, Riverside, CT 06878
http://www.baxterinvestment.com
By the Numbers
  • Total Assets Under Management
    372
    MILLION
  • Total Number of Accounts
    643
    ACCOUNTS
  • Average Account Value
    $578,621
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, DC, FL, GA, IL, MA, MD, MI, MN, NC, NH, NJ, NM, NY, OH, PA, RI, TX, VA

Financial Advisors at Baxter Investment Management
Showing 1 - 4 of 4 top financial advisors.
1
John Baxter, financial advisor Greenwich CT
John C. Baxter
CRD#: 4136822
1030 East Putnam Ave., Box 2200, Greenwich, CT 06838
93
Wealthminder
score

John Baxter (CRD# 4136822) is an Investment Advisor Representative working at Baxter Investment Management in Greenwich, CT and has over 17 years of experience in the finance industry.

2
William Baxter, financial advisor Greenwich CT
William J. Baxter
CRD#: 1827361
1030 East Putnam Ave., Greenwich, CT 06836
93
Wealthminder
score

William Baxter (CRD# 1827361) is an Investment Advisor Representative working at Baxter Investment Management in Greenwich, CT and has over 26 years of experience in the finance industry.

3
Robert Brainard, financial advisor Riverside CT
Robert L. Brainard
CRD#: 2256527
1030 East Putnam Avenue, Riverside, CT 06878
93
Wealthminder
score

Robert Brainard (CRD# 2256527) is an Investment Advisor Representative working at Baxter Investment Management in Riverside, CT and has over 25 years of experience in the finance industry.

4
Jonathan Smith, financial advisor Greenwich CT
Jonathan B. Smith
CRD#: 2003076
1030 E. Putnam Ave., Greenwich, CT 06836
93
Wealthminder
score

Jonathan Smith (CRD# 2003076) is an Investment Advisor Representative working at Baxter Investment Management in Greenwich, CT and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals