NM
Nolan J. Melo
WH CORNERSTONE INVESTMENTS
DUXBURY, MA 02332
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CRD#: 7998270
NM
Professional summary
Nolan Jacob Melo is a registered financial advisor currently at WH CORNERSTONE INVESTMENTS INC. located in Duxbury, Massachusetts.
Nolan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nolan has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Nolan Jacob Melo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 10, 2024 - Present
WH CORNERSTONE INVESTMENTS INC.
Office #1: 11 Washington Street, Duxbury, MA 02332RIA
CRD#: 119725
DUXBURY, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WC
WH CORNERSTONE INVESTMENTS INC.
W.H. CORNERSTONE INVESTMENTS INC. | WH CORNERSTONE INVESTMENTS INC. | WH CORNERSTONE INVESTMENT, LLC | W.H. CORNERSTONE INVESTMENTS, LLC | W.H. CORNERSTONE INVESTMENTS, INC.
CRD#: 119725 / SEC#: 801-117397
RIA
Registered Investment Advisory firm - (9/26/2019 Approved)Delaware
Registered Investment Advisory firm - (12/31/2003 Terminated)Florida
Registered Investment Advisory firm - (10/9/2019 Terminated)Massachusetts
Registered Investment Advisory firm - (11/20/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(12/10/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
WC
WH CORNERSTONE INVESTMENTS INC.
W.H. CORNERSTONE INVESTMENTS INC. | WH CORNERSTONE INVESTMENTS INC. | WH CORNERSTONE INVESTMENT, LLC | W.H. CORNERSTONE INVESTMENTS, LLC | W.H. CORNERSTONE INVESTMENTS, INC.
CRD#: 119725 / SEC#: 801-117397
RIA
Registered Investment Advisory firm - (9/26/2019 Approved)Delaware
Registered Investment Advisory firm - (12/31/2003 Terminated)Florida
Registered Investment Advisory firm - (10/9/2019 Terminated)Massachusetts
Registered Investment Advisory firm - (11/20/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11 Washington Street, Duxbury, MA 02332
Mailing Address
P.o. Box 207, Duxbury, MA 02331
Phone number
(888) 797-9009
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 396 |
| AUM (Assets Under Management) | $ 180,932,611 |
Red Flags
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Company Information
WH CORNERSTONE INVESTMENTS INC.
CRD#: 119725Duxbury, MA 02332TRUST BUT VERIFY
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