MW
Mark Wander
CORA CAPITAL ADVISORS
MARLTON, NJ 08053
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CRD#: 2622896
MW
Mark WanderCORA CAPITAL ADVISORS
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
Aliases
Mark Henry Wander
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Wander's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 29, 2022 - Present
CORA CAPITAL ADVISORS
Office #1: 4 Eves Drive Suite B100, Marlton, NJ 08053RIA
CRD#: 318134
MARLTON, NJ
Past
October 11, 2024 - November 11, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
MARLTON, NJ
Past
November 23, 2011 - December 31, 2022
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
November 22, 2011 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
MARLTON, NJ
Past
July 2, 2007 - November 23, 2011
PTS BROKERAGE, LLC
RIA
CRD#: 119307
MARLTON, NJ
Past
February 14, 2007 - November 23, 2011
PTS BROKERAGE, LLC
BD
CRD#: 119307
MARLTON, NJ
Past
June 2, 1995 - November 7, 1995
THE INVESTMENT CENTER, INC.
BD
CRD#: 17839
BEDMINSTER, NJ
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 - (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.Highlighted states indicate IAR registrations
IAR
New Jersey(3/29/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CC
CORA CAPITAL ADVISORS
CORA CAPITAL ADVISORS | CORA CAPITAL ADVISORS LLC
CRD#: 318134 / SEC#: 801-123101
RIA
Registered Investment Advisory firm - (1/21/2022 Approved)Loading...
Contact information
Main Address
4 Eves Drive Suite B100, Marlton, NJ 08053
Mailing Address
Phone number
(856) 513-8600
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,755 |
| AUM (Assets Under Management) | $ 587,524,745 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/27/2025 | ||
| 07/29/2024 | ||
| 01/10/2024 | ||
| 02/28/2023 |
Red Flags
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Company Information
CORA CAPITAL ADVISORS
CRD#: 318134Marlton, NJ 08053TRUST BUT VERIFY
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