Searle &
47yrs
Top advisor by experience in Greenwich
26yrs
John C Baxter
Financial advisor at Baxter Investment Management
Based in Greenwich, Connecticut, John C Baxter is a fiduciary financial advisor with 26 years of industry experience. John has been with Baxter Investment Management since 2003. Baxter Investment Management offers financial planning and investment management and is paid through a percentage of assets.
One of 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience nationwide
Office1030 East Putnam Ave. BOX 2200, Greenwich, CT 06838
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.63 million
Advisors at the firm5
States licensed ?1 state
Services through Baxter Investment Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2003 – nowBaxter Investment ManagementCurrent firm
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Baxter Investment Management at 203-637-4559 and ask for John C Baxter. John works from the Greenwich, CT office.
How long has John been a financial advisor?
John has been in the industry since 2000, about 26 years. Top 24% by experience nationwide.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Baxter Investment Management reports being paid by a percentage of the assets they manage. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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