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AC

Andrew S. Cortese

MODERN WEALTH MANAGEMENT
CHESTER SPRINGS, PA 19425
Some features on this profile are disabled
CRD#: 7170385
AC
Andrew Steven CorteseMODERN WEALTH MANAGEMENT

Professional summary

Andrew Steven Cortese, who also goes by Andrew Cortese, is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Chester Springs, Pennsylvania.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Andrew has worked at 4 firms and has passed the Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Andrew Cortese

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Steven Cortese's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 7, 2026 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 165 Pottstown Pike, Chester Springs, PA 19425
RIA
CRD#: 324624
CHESTER SPRINGS, PA
Past

October 14, 2025 - June 10, 2026

MODERA WEALTH MANAGEMENT, LLC

RIA
CRD#: 155649
Wayne, PA
Past

June 27, 2022 - September 22, 2025

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Radnor, PA
Past

September 4, 2020 - February 24, 2022

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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".
MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT OF ARIZONA | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC | MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA
Registered Investment Advisory firm - (5/2/2023 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
Pennsylvania
(7/7/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/17/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/4/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/20/2020
Securities Industry Essentials Examination

Current Firm

MW
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT OF ARIZONA | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC | MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA
Registered Investment Advisory firm - (5/2/2023 Approved)
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Contact information

Main Address
1712 Main Street Suite 400, Kansas City, MO 64108
Mailing Address
Phone number
(913) 393-1000
Established
Firm type
Fiscal year end
# of Employees
253

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MODERN WEALTH MANAGEMENT WRAP FEE BROCHURE (3/20/2026)
MARCH 2026 ADV 2A (3/20/2026)

Regulatory assets under management

Total Number of Accounts30,617
AUM (Assets Under Management)$ 10,904,051,242

Red Flags

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.

Company Information

MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624Chester Springs, PA 19425

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