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Nolan Jacob Melo

Investment Adviser Representative at WH CORNERSTONE INVESTMENTS INC.

Duxbury, MACRD #7998270Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
1 states
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nolan Jacob Melo has worked in the securities industry since 2024. They have passed the Series 65 examination. They are registered to provide investment advisory services in Massachusetts.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Massachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/19/2024
SIE
Securities Industry Essentials Examination
Passed 4/29/2024

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Asset tierAnnual rate
Household assets <$500,0001.65%
First $3,000,0001.00%
Next $2,000,0000.75%
Next $5,000,0000.60%
Next $10,000,0000.50%
Amounts above $20,000,0000.00%
Source

WH Cornerstone Investments Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WH CORNERSTONE INVESTMENTS INC.Current
12/10/2024Duxbury, MA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WH CORNERSTONE INVESTMENTS INC.

3 other advisors in the directory

View WH CORNERSTONE INVESTMENTS INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nolan Jacob Melo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Nolan Jacob Melo - Financial Advisor in Duxbury, MA | AdvisorFinder