Andrew Steven Cortese

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 07/2020
  The Vanguard Group, Inc.
  Malvern, PA
• 07/2020 → 01/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 09/2018 → 12/2018
  The Franklin Institute
  Philadelphia, PA
• 01/2017 → 07/2018
  Moog Components Group
  Springfield, PA
• 08/2014 → 05/2019
  Temple University
  Philadelphia, PA
• 05/2022 → 09/2025
  Mml Investors Services, Llc
  Radnor, PA
• 05/2022 → 09/2025
  Massmutual
  Radnor, PA
• 01/2022 → 05/2022
  Unemployed
  Philadelphia, PA
• 10/2025 → 06/2026
  Modera Wealth Management, Llc
  Westwood, NJ
• 07/2026 → Present
  Modern Wealth Management, Llc
  Philadelphia, PA

Previous Registrations

• 2025-10-14 → 2026-06-10
  Modera Wealth Management, Llc
  Westwood, NJ
  Wayne, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-17

Designations

• Certified Financial Planner

Other Names

• Andrew Cortese