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).

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 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 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 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 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.

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