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Connor J. Morenzi

WEALTHCARE INVESTMENT PARTNERS
SMITHFIELD, RI 02917
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CRD#: 6631987
CM
Connor Joseph MorenziWEALTHCARE INVESTMENT PARTNERS

Professional summary

Connor Joseph Morenzi is a registered financial advisor currently at WEALTHCARE INVESTMENT PARTNERS LLC located in Smithfield, Rhode Island.

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Connor has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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 Connor Joseph Morenzi's CRS (Customer Relationship Summary).
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

July 14, 2026 - Present

WEALTHCARE INVESTMENT PARTNERS LLC

Office #1: 690 Douglas Pike, Smithfield, RI 02917
RIA
CRD#: 296475
SMITHFIELD, RI
Past

March 24, 2022 - June 26, 2026

EATON VANCE MANAGEMENT

RIA
CRD#: 104859
BOSTON, MA
Past

March 17, 2022 - June 26, 2026

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 37731
BOSTON, MA
Past

April 27, 2020 - February 21, 2022

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA
CRD#: 108257
BOSTON, MA
Past

April 20, 2020 - February 21, 2022

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

November 13, 2019 - March 18, 2020

EATON VANCE MANAGEMENT

RIA
CRD#: 104859
BOSTON, MA
Past

July 23, 2019 - March 18, 2020

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 37731
BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WI
WEALTHCARE INVESTMENT PARTNERS LLC
WEALTHCARE INVESTMENT PARTNERS | WEALTHCARE INVESTMENT PARTNERS LLC

CRD#: 296475 / SEC#: 801-113276

RIA
Registered Investment Advisory firm - (5/24/2018 Approved)

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
Rhode Island
(7/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/1/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/23/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/17/2019
Securities Industry Essentials Examination

Current Firm

WI
WEALTHCARE INVESTMENT PARTNERS LLC
WEALTHCARE INVESTMENT PARTNERS | WEALTHCARE INVESTMENT PARTNERS LLC

CRD#: 296475 / SEC#: 801-113276

RIA
Registered Investment Advisory firm - (5/24/2018 Approved)
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Contact information

Main Address
35 Dyer Street, Portsmouth, RI 02871
Mailing Address
Po Box 189, Portsmouth, RI 02871
Phone number
(401) 682-2335
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV2A, WRAP APPENDIX, AND PRIVACY POLICY (2/6/2025)

Regulatory assets under management

Total Number of Accounts2,876
AUM (Assets Under Management)$ 654,788,239

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

WEALTHCARE INVESTMENT PARTNERS LLC

CRD#: 296475Smithfield, RI 02917

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