Andrew Steven Cortese
Investment adviser representative at Modern Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.9BFirm 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 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.
- Modern Wealth Management, LLCJul 2026 to now
- Modera Wealth Management, LLCOct 2025 to Jun 2026
- MassmutualMay 2022 to Sep 2025
- MML Investors Services, LLCMay 2022 to Sep 2025
- UnemployedJan 2022 to May 2022
- The Vanguard Group, Inc.Aug 2019 to Jan 2022
- The Franklin InstituteSep 2018 to Dec 2018
- Moog Components GroupJan 2017 to Jul 2018
- Temple UniversityAug 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 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
- 7170385
- Firm CRD
- 324624