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Andrew David Panko

TENON FINANCIAL LLC·METUCHEN, New Jersey
SIE, Series 7, Series 63CFPClean record6 years registeredTENON FINANCIAL LLC
406 MAIN STREET, METUCHEN, NJ 08840CRD# 5226800Firm CRD# 305581

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew David Panko · METUCHEN, NJ
Registration
CRD #5226800 · TENON FINANCIAL LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

TENON FINANCIAL
Sep 2019 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · September 26, 2019
Years registered · 6
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TENON FINANCIAL LLC
CRD 305581 · SEC 801-128567
AUM
$131M
Regulatory assets under management
Employees
2
279 client accounts
Services offered by TENON FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TENON FINANCIAL LLC →
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05

Frequently Asked Questions

What services does Andrew David Panko offer?
Andrew David Panko specializes in Financial Planning, Investment Management. Contact their office in METUCHEN, New Jersey for a consultation.
What are Andrew David Panko's credentials?
Andrew David Panko holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Andrew David Panko located?
Andrew David Panko is based in METUCHEN, New Jersey, working with TENON FINANCIAL LLC. Their office serves clients in the METUCHEN metropolitan area and surrounding communities.
How does Andrew David Panko charge for services?
Andrew David Panko's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TENON FINANCIAL LLC?
TENON FINANCIAL LLC has approximately 2 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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