Brian Corriveau has been Managing Member of Wealthcare Investment Partners since April 2018, is a control person of the firm and directly owns between 25% and 50% of it. Brian Corriveau holds a Bachelor of Science in Finance/Economics from Roger Williams University.
Wealthcare Investment Partners LLC is a Portsmouth, RI firm with $860M under management, 1,853 clients and 5 advisers across 2 offices, as of its August 2026 filing.
Brian N. Corriveau is Managing Partner and Financial Planner of WealthCare Investment Partners. He has been practicing since 1988 and focuses on estate, financial, wealth, tax and elder care planning. He works with clients' estate planning attorneys and accountants to establish and manage revocable and irrevocable trusts. He started as a Registered Representative with First Investors Corporation, became an investment consultant in 2001 and formed Corriveau Wealth Management, which became WealthCare Investment Partners in 2010 after a partnership with Portsmouth Financial, Inc.
Brian Corriveau’s longest registration was 14 years at LPL Financial LLC (2004–2018). Before joining Wealthcare Investment Partners in 2018, Brian Corriveau was registered through LPL Financial LLC.
- – present · 8 yearsSmithfield, RI · Adviser representative · Firm CRD 296475
- LPL Financial LLC– · 14 yearsSmithfield, RI · Adviser representative · Firm CRD 6413
Professional designations
Listed by Wealthcare Investment Partners
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Brian Corriveau is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2018; the most recent is Texas, in March 2019.
- Rhode IslandSince 2 July 2018
- TexasResidentSince 12 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 13 April 2004 |
| Series 7 | General Securities Representative Examination | 17 December 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 May 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 April 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Norman Corriveau
- CRD
- 1806721
- Firm
- Wealthcare Investment Partners · CRD 296475
- Role
- Managing Member
- Office
- 690 Douglas Pike, Smithfield, RI 02917
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1988
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- wcipllc.com
Where does Brian Corriveau work?
Brian Corriveau has been Managing Member of Wealthcare Investment Partners LLC since April 2018, and is a control person of the firm.
Is Brian Corriveau a financial advisor?
Yes. Brian Corriveau has a current investment-adviser registration in Rhode Island and Texas, through Wealthcare Investment Partners since July 2018.
How many years of experience does Brian Corriveau have?
Brian Corriveau has 38 years in the financial industry, since April 1988, across 2 adviser firms.
What exams has Brian Corriveau passed?
Brian Corriveau has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in April 1988. FINRA credited Brian Corriveau with the SIE, which began in October 2018.
Where is Brian Corriveau based?
Brian Corriveau’s registered office is in Smithfield, RI.
Is Brian Corriveau registered with FINRA?
Yes. Brian Corriveau has a current broker registration, under CRD 1806721.
Source: FINRA BrokerCheck
How can I verify Brian Corriveau’s record?
Search CRD 1806721 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Brian Corriveau’s full registration record.
