Connor Joseph Morenzi
Investment adviser representative at Wealthcare Investment Partners LLC
10 yearsExperience
1 stateRegistered in
$859.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Private Client Services, LLCJul 2026 to now
- Wealthcare Investment Partners LLCJul 2026 to now
- Eaton Vance Distributors, Inc.Feb 2022 to Jul 2026
- Eaton Vance ManagementFeb 2022 to Jul 2026
- Columbia Management Investment Advisers, LLCMar 2020 to Feb 2023
- Columbia Management Investment Distributors, Inc.Mar 2020 to Feb 2022
- Eaton Vance ManagementJan 2019 to Mar 2020
- Atlantic ResortSep 2018 to Nov 2018
- Wyndham Newport HotelAug 2018 to Dec 2018
- University of MississippiOct 2017 to Aug 2018
- SprintJun 2017 to Sep 2017
- University of MississippiSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (RI).
Wealthcare Investment Partners LLC
$859.6MAssets managed
1,853Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6631987
- Firm CRD
- 296475