Andrew David Panko
Investment adviser representative at Tenon Financial
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$316MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Tenon FinancialNov 2019 to now
- Nomura Holding AmericaSep 2015 to Nov 2019
- Nomura Securities InternationalSep 2015 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Tenon Financial
Legal name: Tenon Financial LLC
$316MAssets managed
100Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5226800
- Firm CRD
- 305581