William
Baxter
Baxter Investment Management
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About this Advisor
William Baxter is a financial advisor operating out of Riverside, Connecticut with a total of 3 years of relevant experience. Baxter is an advisor for Baxter Investment Management. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Colgate University, Octane Lending, Inc, Larchmont Yacht Club, Admiral Capital Management, Greenwich High School, Bank Of America, N.A and Baxter Investment Management. Baxter has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Connecticut. Baxter Investment Management is a company headquartered in Riverside, CT. It controls $674 million in assets among its 932 accounts, making it one of the larger firms in the United States by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 932 accounts, 21% are associated with high-net-worth individuals who have greater than $1 million in assets. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees typically depend on which service is offered. Fees billed 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 3 years.*
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
Larchmont Yacht Club
Admiral Capital Management
Greenwich High School
*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
Greens Farms, CT
Greenwich, CT
Greenwich, CT
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