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Mark Wander

CORA CAPITAL ADVISORS
MARLTON, NJ
·CRD# 2622896·20 years experience

Professional Summary

Mark Wander, who also goes by Mark Henry Wander, is a registered financial advisor currently at CORA CAPITAL ADVISORS located in Marlton, New Jersey. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Mark has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark Henry Wander

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

20 years in the financial services industry

Current & Past Employments

CORA CAPITAL ADVISORS·CRD# 318134
RIA
4 Eves Drive Suite B100, Marlton, NJ 08053
March 29, 2022 - Present
OSAIC WEALTH, INC.·CRD# 23131
BD
Marlton, NJ
October 11, 2024 - November 11, 2025
AMERICAN PORTFOLIOS ADVISORS, INC·CRD# 112697
RIA
Holbrook, NY
November 23, 2011 - December 31, 2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.·CRD# 18487
BD
Marlton, NJ
November 22, 2011 - October 11, 2024
PTS BROKERAGE, LLC·CRD# 119307
RIA
Marlton, NJ
July 2, 2007 - November 23, 2011
PTS BROKERAGE, LLC·CRD# 119307
BD
Marlton, NJ
February 14, 2007 - November 23, 2011
THE INVESTMENT CENTER, INC.·CRD# 17839
BD
Bedminster, NJ
June 2, 1995 - November 7, 1995

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Current Firm

CC
CORA CAPITAL ADVISORS

CORA CAPITAL ADVISORS | CORA CAPITAL ADVISORS LLC

CRD#: 318134 / SEC#: 801-123101
RIA
Registered Investment Advisory firm - SEC (1/21/2022 Approved)

Contact Information

Main Address

4 Eves Drive Suite B100, Marlton, NJ 08053

Phone Number

(856) 513-8600

# of Employees

13

SEC notice filing (14 States and Territories)

Registered to provide investment advisory services in 14 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CORA CAPITAL ADVISORS DISCLOSURE BROCHURE (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,035

AUM (Assets Under Management)

$722,898,670

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
08/27/2025Cover PageReport
07/29/2024Cover PageReport
01/10/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.BARATZ & ASSOCIATES P.A. CPA CORPORATION. ACCOUNTING PRACTICE. OFFICER/DIRECTOR. DEVOTE 160 HRS/MO. FINANCIAL INTEREST $50,000.ESTABLISHED 1982. COMPENSATION APPROX# $200,000. OWN 20% 2.B&A I,II,III,IV,V THESE ARE PASSIVE INVESTMENTS PARTNER. DEVOTE 2 HRS/MO.LIMITED PARTNERSHIP. FINANCIAL INTEREST $25,000. OWN 14-20%. PLAN TO CONTINUE ALL INTERESTS. 3. PILLAR BENEFITS, LLC - 4A EVES DR SUITE 106 MARLTON, NJ 08053, NATURE:BENEFITS AND INSURANCE. POSITION: OWNER DUTIES: SALES AND ADMINISTRATION. STARTED 6/1/07: HRS/MTH: 20. 4.BARATZ FINANCIAL SERVICES, LLC - INSURANCE AGENCY (FIXED INSURANCE); SALES OF FIXED INSURANCE PRODUCTS (20% OWNER). START DATE: 11/2007; DEVOTES 75 HRS PER MONTH, 75 HRS DURING MARKET HRS. 9/9/13 5. ESTATE OF THEODORE RENDFREY - CO-EXECUTOR OF ESTATE. NOT SECURITIES RELATED. START DATE 5/7/2014. 50% OWNERSHIP. 8-10 HOURS DEVOTED PER MONTH, 8-10 HOURS DEVOTED PER MONTH DURING MARKET HOURS. 6. CORA CAPITAL ADVISORS, LLC, SALE OF VARIOUS FIXED INSURANCE PRODUCTS, NON INVESTMENT RELATED, START DATE = 2/6/2015, COMPENSATION = $63,500/YEAR, 75 HOURS PER MONTH, 70 HRS DURING MARKET HOURS 7. Cora Capital Assurance - Marlton NJ non-investment related; insurance broker; insurance sales; 2/6/2015; 5 hours per month; 5 hours per month during trading hours. 8.CORA CAPITAL ADVISORS-MARLTON, NJ-SEC REGISTERED INVESTMENT ADVISOR-INVESTMENT RELATED-03/2022-0% OWNERSHIP-100 HOURS DEVOTED PER MONTH-100 HOURS DEVOTED DURING TRADING HOURS 9. AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. - INVESTMENT RELATED - MARLTON NJ - BROKER-DEALER - REGISTERED REPRESENTATIVE - 11/2011 - APPX. 10 HRS/MNTH.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CORA CAPITAL ADVISORS

CORA CAPITAL ADVISORS | CORA CAPITAL ADVISORS LLC

CRD#: 318134 / SEC#: 801-123101
RIA
Registered Investment Advisory firm - SEC (1/21/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
New Jersey
(3/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2007About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Mark Wander's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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