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Damon Lane Hart

Baxter Investment Management

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About Damon Lane Hart

Damon Hart is a financial advisor registered with the state of Connecticut. Damon works with Baxter Investment Management and has been with the firm since October 2018. He has been in the industry since April 2001 and has a Series 63, Series 65 and Series 3 licenses. Damon specializes in providing financial planning, portfolio management for individuals and portfolio management for businesses. Damon has also worked at Raylor Asset Management Group, LLC and DLH Technical Services, Inc.

Firm Information

Damon Hart is currently registered with Baxter Investment Management. Baxter Investment Management, located in RIVERSIDE, CT, is an investment advisory firm with 5 investment adviser representatives. The firm manages approximately $915,112,236 in client assets and offers financial planning and portfolio management services for individuals, businesses, and high-net-worth individuals. The firm also manages assets for charitable organizations and pension and profit-sharing plans.
Baxter Investment Management

1030 EAST PUTNAM AVENUE

RIVERSIDE, CT 06878

$915.11M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Damon Hart’s Registration & Firm History

CT

03/25/2019 - Present

Baxter Investment Management (RIVERSIDE CT)

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Licenses & Designations

IA

Issued 03/25/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/1993

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Damon Lane Hart.
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