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Andrew Steven Cortese

Modern Wealth Management, LLC

Chester Springs , PA

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-07
  • PA RA
    APPROVED
    Since 2026-07-07

Branch Locations

165 Pottstown Pike, Chester Springs , PA 19425 • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 08/2019 07/2020
The Vanguard Group, Inc. Malvern PA 07/2020 01/2022
The Franklin Institute Philadelphia PA 09/2018 12/2018
Moog Components Group Springfield PA 01/2017 07/2018
Temple University Philadelphia PA 08/2014 05/2019
Mml Investors Services, Llc Radnor PA 05/2022 09/2025
Massmutual Radnor PA 05/2022 09/2025
Unemployed Philadelphia PA 01/2022 05/2022
Modera Wealth Management, Llc Westwood NJ 10/2025 06/2026
Modern Wealth Management, Llc Philadelphia PA 07/2026 Present
  • 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
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-09-17
  • S63 Uniform Securities Agent State Law Examination
    2020-09-17
Designations
Other Names
  • Andrew Cortese

View on SEC IAPD

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Other Offices

GREAT VALLEY ADVISOR GROUP, LLC · Chester Springs, PA
CREATIVE CAPITAL WEALTH MANAGEMENT GROUP · CHESTER SPRINGS, PA
EDWARD JONES · PHOENIXVILLE, PA
EDWARD JONES · GLENMOORE, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Phoenixville, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Phoenixville, PA
EQUITABLE ADVISORS, LLC · GLENMOORE, PA
MODERN WEALTH MANAGEMENT, LLC · CHESTER SPRINGS , PA

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