Zweig Advisers LLC (Hartford)


Zweig Advisers LLC is a related adviser based in Hartford. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Connecticut.

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Zweig Advisers provides are a 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 Zweig Advisers 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 Zweig Advisers LLC

George Robert Aylward has been acting as President since 1 Nov 2006. 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
Inc. Virtus Partners Sole member 1 Mar 1999 75% - 100% 95-4191764
Inc. (Fka Phoenix Investment Partners Ltd.) Virtus Partners Shareholder 1 Mar 1999 75% - 100% 95-4191764
Carlton Bryan Neel Senior vice president 1 Dec 2003 Other 2714471
David Carleton Dickerson Senior vice president 1 Dec 2003 Other 2443212
David C Dickerson Senior vice president 1 Dec 2003 Other 2443212
Marc Baltuch Chief compliance officer 1 Oct 2004 Other 1982582
George Robert Aylward President 1 Nov 2006 Other 4932163
George R. Aylward President 1 Nov 2006 Other 4932163
David George Hanley Vice president and treasurer 1 Nov 2007 Other 5455435
David G Hanley Vice president and treasurer 1 Nov 2007 Other 5455435
Kevin John Carr Vice president and secretary 1 Nov 2008 Other 2483633
Michael A Angerthal Chief financial officer 1 Nov 2008 Other 5632934
Michael Aaron Angerthal Executive vice president and chief financial officer 1 Jun 2009 Other 5632934
Michael A Angerthal Executive vice president and chief financial officer 1 Jun 2009 Other 5632934
David Elliot Fusco Vice president, compliance 1 Jan 2012 Other 2476566
Kevin John Carr Senior vice president and assistant secretary 1 Feb 2013 Other 2483633
Mark Stephen Flynn Executive vice president, general counsel and assistant secretary 1 Feb 2013 Other 5941225
William Joseph Renahan Vice president and secretary 1 Feb 2013 Other 4009328
Mark S Flynn Executive vice president, general counsel and assistant secretary 1 Feb 2013 Other 5941225
William J Renahan Vice president and secretary 1 Feb 2013 Other 4009328
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
Francis George Waltman Executive vice president 1 Jan 2014 Other 1778566
James Robert Sena Vice president and chief compliance officer 1 Apr 2015 Other 2735258

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Virtus Investment Partners Shareholder 1 Nov 2008 75% - 100% 26-3962811

Based in Hartford

The principal office where Zweig Advisers LLC performs its advisory services is located at One Financial Plaza, Hartford, CT 06103, which is also the mailing address of the firm. 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.