AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SM

Steven A. Morneau

GREENHILL FINANCIAL PARTNERS
Rutland, VT 05701
Some features on this profile are disabled
CRD#: 5602073
SM

Professional summary

Steven Alan Morneau is a registered financial advisor currently at GREENHILL FINANCIAL PARTNERS located in Rutland, Vermont.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Steven has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Alan Morneau's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 19, 2024 - Present

GREENHILL FINANCIAL PARTNERS

Office #1: 18 S Main St, Rutland, VT 05701Office #2: 64 Main St, Montpelier, VT 05602
RIA
CRD#: 329924
Rutland, VT
Past

May 18, 2022 - April 29, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
RUTLAND, VT
Past

May 18, 2022 - April 29, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
RUTLAND, VT
Past

December 8, 2014 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Fair Haven, VT
Past

September 3, 2014 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Fair Haven, VT
Past

January 14, 2009 - July 14, 2014

HORACE MANN INVESTORS, INC.

BD
CRD#: 11643
RUTLAND, VT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Vermont
(4/19/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/1/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/3/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/13/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GF
GREENHILL FINANCIAL PARTNERS
GREENHILL FINANCIAL PARTNERS | GREENHILL FINANCIAL PARTNERS LLC

CRD#: 329924 / SEC#:

Vermont
Registered Investment Advisory firm - (4/19/2024 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
18 S Main St, Rutland, VT 05701
Mailing Address
Phone number
(802) 383-6700
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GREENHILL FINANCIAL PARTNERS

CRD#: 329924Rutland, VT 05701

TRUST BUT VERIFY

Monitor Steven Morneau

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

ML
Matthew LatarewiczAdvisorCheck Check Mark
HERON BAY CAPITAL MANAGEMENT
IAR
Bloomfield Hills, MI
Richard R Rake
Richard RakeAdvisorCheck Check Mark
FINANCIAL RESOURCES GROUP, LLC
IAR
GLASTONBURY, CT
David Richard Ducharme
David DucharmeAdvisorCheck Check Mark
DUCHARME WEALTH ADVISORS, LLC
IAR
Jenkintown, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.