William
Baxter
Baxter Investment Management
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About this Advisor
William Baxter is a financial advisor based in Riverside, Connecticut, working with Baxter Investment Management. William has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Colgate University, Octane Lending, Inc, Larchmont Yacht Club, Bank Of America, N.A, and Baxter Investment Management. William has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, William is part of Baxter Investment Management, which operates out of Riverside, Connecticut. The firm has 7 employees and manages assets totaling $915.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Baxter Investment Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Baxter Investment Management Brokerage Details
$915,112,236
7
985
$929,048
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
Baxter Investment Management
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Colgate University
Octane Lending, Inc
Larchmont Yacht Club
Larchmont Yacht Club
Colgate University
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
Greens Farms, CT
Greenwich, CT
Greenwich, CT
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