Mark Wander
Investment adviser representative at Cora Capital Advisors
51 yearsExperience
1 stateRegistered in
PFSDesignation
$722.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
51 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Cora Capital Advisors LLCFeb 2022 to now
- Baratz & Associates CpaAug 1975 to now
- American Portfolios Financial Services, Inc.Nov 2011 to Oct 2024
- American Portfolios Advisors, Inc.Nov 2011 to Dec 2022
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cora Capital Advisors
Legal name: Cora Capital Advisors LLC
$722.9MAssets managed
786Clients
8Advisers
4 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
- 2622896
- Firm CRD
- 318134