William
Baxter
Baxter Investment Management
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About this Advisor
William Baxter is a financial advisor based in Greenwich, Connecticut with a total of 29 years of industry experience. Baxter is an advisor for Baxter Investment Management. They have spent all of their employment at Baxter Investment Management. Baxter has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California, Connecticut, Florida, Massachusetts and Texas. Baxter Investment Management is a registered investment company operating out of Riverside, CT. It handles $674 million in assets under management among its 932 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 932 customer accounts, 21% belong to high-net-worth investors who have at least $1 million in assets. Baxter Investment Management performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on the services. However, fees charged by Baxter Investment Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baxter Investment Management Brokerage Details
$673,491,082
7
932
$722,630
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
William Baxter Work History
William has been registered as a financial advisor for 29 years.*
Baxter Investment Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Baxter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baxter Investment Management
Riverside, CT
Riverside, CT
Greenwich, CT
Greens Farms, CT
Greenwich, CT
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