Advisor at Greenhill Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Greenhill Financial Partners
Location
Montpelier, VT 05602
Credentials
Series 66
Industry experience
17 years
Steven Morneau is a financial advisor at Greenhill Financial Partners with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Cuna Brokerage Services, Inc., and Heritage Family Credit Union. Morneau serves as a volunteer board member and treasurer for The Rutland Area Food Coop, where he reviews policy and financials. Greenhill Financial Partners provides non-discretionary investment advisory and financial planning services to individuals, families, and business entities, using professionally managed model portfolios. The firm emphasizes a long-term, goal-based strategic asset allocation and client education, offering specialized services such as divorce financial planning and fee-only insurance guidance.
Based on Greenhill Financial Partners
Based on Greenhill Financial Partners
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Divorce financial planning: $200/hour; Financial planning hourly fees: $150 - $250/hour.
Fee-only: Fee-only fiduciary; no commissions or third-party compensation received.
64 Main St
Montpelier, VT 05602
Vermont
Greenhill Financial Partners LLC
2024 - Present (2 years)
LPL Financial
2022 - 2024 (2 years)
Cuna Brokerage Services, Inc.
2014 - 2024 (10 years)
Heritage Family Credit Union
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Montpelier, VT
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Long Advisors LLC
Series 66
Montpelier, VT
Greenhill Financial Partners
CFP®, Series 65, Series 66
Montpelier, VT
Blue Bear Financial, LLC
Series 66
Montpelier, VT
Greenhill Financial Partners
Series 65
Montpelier, VT
Maple Capital Management, Inc.
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