Connor Morenzi has been an investment adviser representative at Wealthcare Investment Partners since July 2026, and is not listed among the firm’s executive officers or direct owners.
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.
Connor Morenzi’s longest registration was 4 years at Eaton Vance Management (2022–2026). Before joining Wealthcare Investment Partners in 2026, Connor Morenzi was registered through Eaton Vance Management and Columbia Management Investment Advisers, LLC.
- – present · under a yearSmithfield, RI · Adviser representative · Firm CRD 296475
- Eaton Vance Management– · 4 yearsBoston, MA · Adviser representative · Firm CRD 104859
- Columbia Management Investment Advisers, LLC– · 1 yearBoston, MA · Adviser representative · Firm CRD 108257
- Eaton Vance Management– · under a yearBoston, MA · Adviser representative · Firm CRD 104859
Investment adviser representative registrations
Connor Morenzi is registered as an investment adviser representative in Rhode Island, since July 2026.
- Rhode IslandSince 14 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 November 2019 |
| Series 7TO | General Securities Representative Examination | 23 July 2019 |
| SIE | Securities Industry Essentials Examination | 17 April 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Connor Joseph Morenzi
- CRD
- 6631987
- Firm
- Wealthcare Investment Partners · CRD 296475
- Office
- 690 DOUGLAS PIKE, Smithfield, RI 02917
- Registration
- Investment adviser registration
- In the industry since
- October 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Connor Morenzi work?
Connor Morenzi is an investment adviser representative registered through Wealthcare Investment Partners LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Connor Morenzi a financial advisor?
Yes. Connor Morenzi has a current investment-adviser registration in Rhode Island, through Wealthcare Investment Partners since July 2026.
How many years of experience does Connor Morenzi have?
Connor Morenzi has 7 years in the financial industry, since October 2019, across 3 adviser firms.
What exams has Connor Morenzi passed?
Connor Morenzi has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2019.
Where did Connor Morenzi work before Wealthcare Investment Partners?
Before Wealthcare Investment Partners, Connor Morenzi was registered through Eaton Vance Management, March 2022 to June 2026; Columbia Management Investment Advisers, LLC, April 2020 to February 2022; Eaton Vance Management, November 2019 to March 2020.
Where is Connor Morenzi based?
Connor Morenzi’s registered office is in Smithfield, RI.
Is Connor Morenzi registered with FINRA?
No. Connor Morenzi has no current broker registration.
How can I verify Connor Morenzi’s record?
Search CRD 6631987 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Connor Morenzi’s full registration record.
