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Owner, and Chief Compliance Officer · Tenon Financial

Andrew D. Panko

CRD 5226800 · Named on Form ADV at one SEC-registered adviser

At a glance

Tenon Financial, an SEC-registered wealth manager based in Metuchen, NJ with $316 million in regulatory assets, lists Andrew D. Panko on its Form ADV as Owner, and Chief Compliance Officer, a control person.

Firms and roles

  • Tenon FinancialOwner, and Chief Compliance OfficerWealth manager · Metuchen, NJ · $316M in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.