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RIA / WealthAdvisor10 years in industry

Connor Joseph Morenzi

Advisor at WEALTHCARE INVESTMENT PARTNERS LLC

PORTSMOUTH, RI | SMITHFIELD, RI

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Search this name across graphsid dfx:ria:0aa3ef10-73d7-0a30-5478-acb82fdc1e00

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 13, 2019 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHCARE INVESTMENT PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 1, 2019
First registration: Nov 13, 2019
Dual registered: no
IAPD individual key: 6631987

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHCARE INVESTMENT PARTNERS LLC	Independent wealth	Jul 14, 2026	n/a	yes	SMITHFIELD, RI\|PORTSMOUTH, RI	Current employment
EATON VANCE MANAGEMENT	Asset manager	Mar 24, 2022	Jun 26, 2026	no	BOSTON, MA	Previous registration
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	Asset manager	Apr 27, 2020	Feb 21, 2022	no	BOSTON, MA	Previous registration
EATON VANCE MANAGEMENT	Asset manager	Nov 13, 2019	Mar 18, 2020	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EATON VANCE MANAGEMENT	WEALTHCARE INVESTMENT PARTNERS LLC	Jun 26, 2026	Jul 14, 2026	18	Firm change	Other
COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	EATON VANCE MANAGEMENT	Feb 21, 2022	Mar 24, 2022	31	Firm change	Other
EATON VANCE MANAGEMENT	COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC	Mar 18, 2020	Apr 27, 2020	40	Firm change	Other

Relationships

Registered with (3)

→ WEALTHCARE INVESTMENT PARTNERS LLCRegistered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ EATON VANCE MANAGEMENTRegistered adviserregistration: previous registration
Mar 24, 2022 to Jun 26, 2026factForm ADV
→ COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLCRegistered adviserregistration: previous registration
Apr 27, 2020 to Feb 21, 2022factForm ADV

Dated events

Occurred
Jun 26, 2026
Advisor changed firm
Connor Joseph Morenzi left Eaton Vance Management for Wealthcare Investment Partners Llc (registered 2026-07-14)
Form ADVobserved 5 days ago
Occurred
Feb 21, 2022
Advisor changed firm
Connor Joseph Morenzi left Columbia Management Investment Advisers, Llc for Eaton Vance Management (registered 2022-03-24)
Form ADVobserved 5 days ago