Nolan Melo has been an investment adviser representative at WH Cornerstone Investments since December 2024, and is not listed among the firm’s executive officers or direct owners. Nolan Melo holds a Bachelor of Science in Finance from Providence College.
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.
Nolan Melo is Associate Wealth Planner at WH Cornerstone Investments, based in Duxbury, MA. He has hands-on experience managing investments across the Telecom and Industrial sectors, DCF analysis and portfolio management. He has completed certifications in FactSet and Bloomberg Market Concepts.
- – present · 1 yearDuxbury, MA · Adviser representative · Firm CRD 119725
Investment adviser representative registrations
Nolan Melo is registered as an investment adviser representative in Massachusetts, since December 2024.
- MassachusettsSince 10 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 November 2024 |
| SIE | Securities Industry Essentials Examination | 29 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Nolan Jacob Melo
- CRD
- 7998270
- Firm
- WH Cornerstone Investments · CRD 119725
- Office
- 11 WASHINGTON STREET, Duxbury, MA 02332
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whcornerstone.com
Where does Nolan Melo work?
Nolan Melo is an investment adviser representative registered through WH Cornerstone Investments Inc. since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Nolan Melo a financial advisor?
Yes. Nolan Melo has a current investment-adviser registration in Massachusetts, through WH Cornerstone Investments since December 2024.
How many years of experience does Nolan Melo have?
Nolan Melo has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Nolan Melo passed?
Nolan Melo has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in April 2024.
Where is Nolan Melo based?
Nolan Melo’s registered office is in Duxbury, MA.
Is Nolan Melo registered with FINRA?
No. Nolan Melo has no current broker registration.
How can I verify Nolan Melo’s record?
Search CRD 7998270 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nolan Melo’s full registration record.
