Nolan Jacob Melo
Investment adviser representative at Wh Cornerstone Investments Inc.
12 yearsExperience
1 stateRegistered in
$200MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Wh Cornerstone Investments Inc.Aug 2024 to now
- Alcor ScientificAug 2023 to Aug 2024
- Providence CollegeAug 2020 to May 2024
- Turner Construction CompanyMay 2020 to Aug 2023
- Fore Kicks Sport ComplexesAug 2018 to Aug 2022
- UnemployedOct 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Wh Cornerstone Investments Inc.
$200MAssets managed
148Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7998270
- Firm CRD
- 119725