Mark Wander has been an investment adviser representative at Cora Capital Advisors since March 2022, and is not listed among the firm’s executive officers or direct owners. Mark Wander holds a Bachelor of Science in Accounting from Drexel University.
Cora Capital Advisors LLC is a Marlton, NJ firm with $723M under management, 786 clients and 8 advisers across 3 offices, as of its March 2026 filing.
Mark H. Wander is Financial Advisor of CORA Capital Advisors. He has over 40 years of experience in finance and accounting, and at CORA works in personal financial planning, business valuations, business consulting, retirement planning, tax administration and New Jersey life insurance. He began his career with Laventhal & Horwath, CPAs in Philadelphia before co-founding Baratz & Associates, P.A., where he remains an active shareholder.
Mark Wander’s longest registration was 11 years at American Portfolios Advisors, Inc (2011–2022). Before joining Cora Capital Advisors in 2022, Mark Wander was registered through American Portfolios Advisors, Inc and PTS Brokerage, LLC.
- Cora Capital AdvisorsCurrent– present · 4 yearsMarlton, NJ · Adviser representative · Firm CRD 318134
- American Portfolios Advisors, Inc– · 11 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
- PTS Brokerage, LLC– · 4 yearsMarlton, NJ · Adviser representative · Firm CRD 119307
Professional designations
Listed by Cora Capital Advisors
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Accredited in Business Valuation (ABV)
- Certified in Financial Forensics (CFF)
Investment adviser representative registrations
Mark Wander is registered as an investment adviser representative in New Jersey, since March 2022.
- New JerseySince 29 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 19 December 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 February 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 2622896
- Firm
- Cora Capital Advisors · CRD 318134
- Office
- 4 EVES DRIVE, SUITE B100, Marlton, NJ 08053
- Registration
- Investment adviser registration
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coracap.com
Where does Mark Wander work?
Mark Wander is an investment adviser representative registered through Cora Capital Advisors LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Mark Wander a financial advisor?
Yes. Mark Wander has a current investment-adviser registration in New Jersey, through Cora Capital Advisors since March 2022.
How many years of experience does Mark Wander have?
Mark Wander has 20 years in the financial industry, since September 2006, across 3 adviser firms.
What exams has Mark Wander passed?
Mark Wander has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in February 2007. FINRA credited Mark Wander with the SIE, which began in October 2018.
Where did Mark Wander work before Cora Capital Advisors?
Before Cora Capital Advisors, Mark Wander was registered through PTS Brokerage, LLC, July 2007 to November 2011.
Where is Mark Wander based?
Mark Wander’s registered office is in Marlton, NJ.
Is Mark Wander registered with FINRA?
No. Mark Wander has no current broker registration.
How can I verify Mark Wander’s record?
Search CRD 2622896 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Wander’s full registration record.