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Jacqueline Spencer Baxter

BAXTER BROTHERS INC.·RIVERSIDE, Connecticut
Clean recordBAXTER BROTHERS INC.
1030 EAST PUTNAM AVENUE, RIVERSIDE, CT 06878CRD# 4341392Firm CRD# 106548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacqueline Spencer Baxter · RIVERSIDE, CT
Registration
CRD #4341392 · BAXTER BROTHERS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacqueline Spencer Baxter is a registered financial advisor based in RIVERSIDE, Connecticut, affiliated with BAXTER BROTHERS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BAXTER BROTHERS INC.
BAXTER INVESTMENT MANAGEMENT
AUM
$915M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BAXTER BROTHERS INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4341392
Firm CRD# 106548
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacqueline Spencer Baxter offer?
Jacqueline Spencer Baxter specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RIVERSIDE, Connecticut for a consultation.
What are Jacqueline Spencer Baxter's credentials?
Jacqueline Spencer Baxter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacqueline Spencer Baxter located?
Jacqueline Spencer Baxter is based in RIVERSIDE, Connecticut, working with BAXTER BROTHERS INC.. Their office serves clients in the RIVERSIDE metropolitan area and surrounding communities.
How does Jacqueline Spencer Baxter charge for services?
Jacqueline Spencer Baxter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAXTER BROTHERS INC.?
BAXTER BROTHERS INC. has approximately 7 employees and manages $915M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BAXTER BROTHERS INC.

William Joseph Baxter
RIVERSIDE, CT
William Joseph Baxter
RIVERSIDE, CT
John C Baxter
RIVERSIDE, CT

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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