Euclid Advisors LLC (Hartford)

Name: Euclid Advisors LLC
Address: 100 Pearl Street, Hartford, CT, 06103
Telephone: 800-248-7971

Euclid Advisors LLC is a related adviser based in Hartford. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Georgia, Illinois, and 3 other states.

Euclid Advisors provides related adviser under rule 203a-2(b). It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Euclid Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Euclid Advisors LLC

Philip Robert Mcloughlin has been acting as President since 1 Mar 1999. James Robert Sena joined the executive team most recently as the Vice President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Phoenix/Zweig Advisers Llc	Registered investment adviser	1 Mar 1999	75% - 100%	108784
Philip Robert Mcloughlin	President	1 Mar 1999	Other	329529
Michael Edward Haylon	Executive vice president	1 Mar 1999	Other	1884528
Zweig Advisers Llc	Direct owner	1 Mar 1999	75% - 100%	108784
Carlton Bryan Neel	Senior vice president	1 Jan 2000	Other	2714471
Nancy Jean Engberg	Vice president	1 Jan 2000	Other	2952960
William Ralph Moyer	Vice president & cfo	1 Jan 2000	Other	2137127
John Ray Riddle	Senior vice president	1 Jul 2002	Other	2733584
Geoffrey Todd Gervasini	Senior vice president	1 Jul 2002	Other	2443483
Carlton Bryan Neel	Senior vice president	1 May 2003	Other	2714471
David C Dickerson	Senior vice president	1 Nov 2003	Other	2443212
Glenn H Pease	Vice president, finance and treasurer	1 Nov 2003	Other	4363107
Daniel Theodore Geraci	President	1 Nov 2003	Other	708541
John Henry Beers	Vice president and secretary	1 Dec 2003	Other	3255701
Marc Baltuch	Compliance officer	1 Oct 2004	Other	1982582
George Robert Aylward	President and chairman	1 Nov 2006	Other	4932163
George R. Aylward	Executive vice president	1 Nov 2006	Other	4932163
David G Hanley	Vice president and treasurer	1 Nov 2007	Other	5455435
Kevin John Carr	Vice president and secretary	1 Nov 2008	Other	2483633
David George Hanley	Vice president and assistant treasurer	1 Jun 2009	Other	5455435
Michael Aaron Angerthal	Executive vice president and treasurer	1 Jun 2009	Other	5632934
Carlton Bryan Neel	Executive vice president	1 Jun 2009	Other	2714471
David C Dickerson	First vice president	1 Jun 2009	Other	2443212
David G Hanley	Vice president and assistant treasurer	1 Jun 2009	Other	5455435
Michael A Angerthal	Executive vice president and treasurer	1 Jun 2009	Other	5632934
Inc. Virtus Partners	Sole member	1 Oct 2010	75% - 100%	95-4191764
Inc. Virus Partners	Direct owner	1 Oct 2010	75% - 100%	95-4191764
Carlton Bryan Neel	Senior managing director	1 Aug 2011	Other	2714471
David Carleton Dickerson	Managing director	1 Aug 2011	Other	2443212
Kevin John Carr	Senior vice president and secretary	1 Aug 2011	Other	2483633
David Elliot Fusco	Vice president, compliance	1 Aug 2011	Other	2476566
Mark Stephen Flynn	Executive vice president, general counsel and assistant secretary	1 Aug 2011	Other	5941225
Amy L (Mi Only) Robinson	Managing director	1 Aug 2011	Other	725343
Francis George Waltman	Executive vice president	1 Aug 2011	Other	1778566
Mark S Flynn	Executive vice president and general counsel	1 Aug 2011	Other	5941225
David C Dickerson	Managing director	1 Aug 2011	Other	2443212
Amy L Robinson	Managing director	1 Aug 2011	Other	725343
Frederick Andrew Brimberg	Senior managing director	1 Nov 2012	Other	872566
John Luther Creswell	Senior managing director	1 Nov 2012	Other	2943302
Timothy John Branigan	Vice president and chief compliance officer	1 Mar 2013	Other	5980557
Yvonne I (Mi Only) Pytlik	Corporate head of compliance	1 Jun 2013	Other	4337433
Yvonne I Pytlik	Corporate head of compliance	1 Jun 2013	Other	4337433
James Robert Sena	Vice president and chief compliance officer	1 Apr 2015	Other	2735258

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Phoenix Home Life Mutual Insurance Co.	Indirect shareholder	1 Mar 1999	75% - 100%	06-0483340
Inc. Pm Holdings	Indirect shareholder	1 Mar 1999	75% - 100%	06-1056486
Ltd. Phoenix Investment Partners	Indirect shareholder	1 Mar 1999	75% - 100%	107481
Inc. (Fka Phoenix Investment Partners Ltd.) Virtus Investment Partners	Indirect shareholder	1 Mar 1999	75% - 100%	95-4191764
Inc. (Fka Phoenix Investment Partners Ltd.) Virtus Partners	Indirect shareholder	1 Mar 1999	75% - 100%	95-4191764
Inc. The Phoenix Companies	Parent company	1 Jun 2001	75% - 100%	06-1599088
Inc Phoenix Investment Management Company	Indirect shareholder	1 Jun 2001	75% - 100%	06-1605029
Inc. Virtus Investment Partners	Shareholder	1 Nov 2008	75% - 100%	26-3962811

Based in Hartford

The principal office where Euclid Advisors LLC performs its advisory services is located at 100 Pearl Street, Hartford, CT 06103, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-248-7971 or by fax 860-241-1024. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at virtus.com.