William Harris has been President, Director, Treasurer and CCO of WH Cornerstone Investments since November 1998, is a control person of the firm and directly owns between 50% and 75% of it. William Harris holds an MBA from Suffolk University and a Bachelor of Science in Management from Daniel Webster 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.
Bill Harris is Co-Founder of WH Cornerstone Investments, based in Duxbury, MA. His experience in the financial sector began over 30 years ago, working for State Street Global Advisors and in the custodial field for State Street Bank as an account manager in domestic and international operations. He co-founded WH Cornerstone Investments in 1996. He lectures frequently on financial planning topics and is a columnist for TheStreet.com.
- – present · 28 yearsDuxbury, MA · Adviser representative · Firm CRD 119725
Professional designations
Listed by WH Cornerstone Investments
- Certified Financial Planner® (CFP®)
- Retirement Management Advisor® (RMA®)
- Certified Exit Planning Advisor® (CEPA®)
Investment adviser representative registrations
William Harris is registered as an investment adviser representative in 2 states. The first approvals date from October 1998; the most recent is Florida, in September 2018.
- FloridaSince 26 September 2018
- MassachusettsSince 28 October 1998
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 December 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 June 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 June 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Martin Harris
- CRD
- 2737148
- Firm
- WH Cornerstone Investments · CRD 119725
- Role
- President, Director, Treasurer and CCO
- Office
- 11 WASHINGTON STREET, Duxbury, MA 02332
- Registration
- Investment adviser registration
- In the industry since
- August 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whcornerstone.com
Where does William Harris work?
William Harris has been President, Director, Treasurer and CCO of WH Cornerstone Investments Inc. since November 1998, and is a control person of the firm.
Is William Harris a financial advisor?
Yes. William Harris has a current investment-adviser registration in Florida and Massachusetts, through WH Cornerstone Investments since August 1998.
How many years of experience does William Harris have?
William Harris has 28 years in the financial industry, since August 1998, across 1 adviser firm.
What exams has William Harris passed?
William Harris has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in June 1996.
Where is William Harris based?
William Harris’ registered office is in Duxbury, MA.
Is William Harris registered with FINRA?
No. William Harris has no current broker registration.
Is William Harris a CFP?
WH Cornerstone Investments lists William Harris with the CFP credential (“Certified Financial Planner® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify William Harris’ record?
Search CRD 2737148 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Harris’ full registration record.
