Cody Wright has been an investment adviser representative at WH Cornerstone Investments since June 2025, and is not listed among the firm’s executive officers or direct owners. Cody Wright holds an MBA from Northeastern University and a Bachelor of Science in Biology from Texas A&M University.
WH Cornerstone Investments Inc. is a Duxbury, MA firm with $200M under management, 148 clients and 4 advisers in one office, as of its October 2026 filing.
Cody Wright is Wealth Planner at WH Cornerstone Investments, based in Duxbury, MA. His career began in the healthcare industry, where he led consulting and operations teams across private practices and large healthcare systems, including clinical department integrations at Mass General Brigham. During the COVID-19 pandemic he was redeployed to the Massachusetts General Hospital Emergency Department, where he launched and managed operations for the trauma ambulance bay.
- – present · 1 yearDuxbury, MA · Adviser representative · Firm CRD 119725
Investment adviser representative registrations
Cody Wright is registered as an investment adviser representative in Massachusetts, since June 2025.
- MassachusettsSince 5 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cody Mitchell Wright
- CRD
- 8099563
- Firm
- WH Cornerstone Investments · CRD 119725
- Office
- 11 WASHINGTON STREET, Duxbury, MA 02332
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whcornerstone.com
Where does Cody Wright work?
Cody Wright is an investment adviser representative registered through WH Cornerstone Investments Inc. since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cody Wright a financial advisor?
Yes. Cody Wright has a current investment-adviser registration in Massachusetts, through WH Cornerstone Investments since June 2025.
How many years of experience does Cody Wright have?
Cody Wright has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Cody Wright passed?
Cody Wright passed the Series 65 in May 2025.
Where is Cody Wright based?
Cody Wright’s registered office is in Duxbury, MA.
Is Cody Wright registered with FINRA?
No. Cody Wright has no current broker registration.
How can I verify Cody Wright’s record?
Search CRD 8099563 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cody Wright’s full registration record.
