Euclid Investment Advisory, LLC

Euclid Investment Advisory, LLC (CRD# 116740) is a financial advisory firm headquartered in Bethesda, MD. They manage $141,000,000 in 331 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $425,982
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD

Financial Advisors at Euclid Investment Advisory, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Frederic M. Smoak
CRD#: 2101684
4701 Sangamore Road, #s205, Bethesda, MD 20816
96
Wealthminder
score

Frederic Smoak (CRD# 2101684) is an Investment Advisor Representative working at Euclid Investment Advisory, LLC in Bethesda, MD and has over 26 years of experience in the finance industry.

2
Thomas F. Barrett
CRD#: 1323018
4701 Sangamore Road, #s205, Bethesda, MD 20816
93
Wealthminder
score

Thomas Barrett (CRD# 1323018) is an Investment Advisor Representative working at Euclid Investment Advisory, LLC in Bethesda, MD and has over 33 years of experience in the finance industry.

3
William H. Hoover
CRD#: 4686428
4701 Sangamore Road, #s205, Bethesda, MD 20816
93
Wealthminder
score

William Hoover (CRD# 4686428) is an Investment Advisor Representative working at Euclid Investment Advisory, LLC in Bethesda, MD and has over 11 years of experience in the finance industry.

4
Vincent J. Barrett
CRD#: 6466393
4701 Sangamore Road, #s205, Bethesda, MD 20816
92
Wealthminder
score

Vincent Barrett (CRD# 6466393) is an Investment Advisor Representative working at Euclid Investment Advisory, LLC in Bethesda, MD and has over 3 years of experience in the finance industry. Vincent Barrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
George J. Peacock
CRD#: 1641102
4701 Sangamore Road, #s205, Bethesda, MD 20816
73
Wealthminder
score

George Peacock (CRD# 1641102) is an Investment Advisor Representative working at Euclid Investment Advisory, LLC in Bethesda, MD and has over 31 years of experience in the finance industry.

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