Andrew Panko, financial advisor Metuchen NJ

Andrew Panko

CRD Number: 5226800
Current Firm: Tenon Financial

Andrew Panko (CRD# 5226800) is an Investment Advisor Representative working at Tenon Financial in Metuchen, NJ and has over 11 years of experience in the finance industry. Andrew Panko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Tenon Financial Metuchen, NJ Nov 2019 - Current 3
Nomura Securities International New York, NY Sep 2015 - Nov 2019 4
Nomura Holding America New York, NY Sep 2015 - Nov 2019 4
Bnp Paribas New York, NY Jun 2011 - Sep 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
Contact Info for Andrew D. Panko
Phone Number: 732-902-0066
Registered State(s):
  • CA
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $472,942
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NJ, TX

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