David Pankiw is a registered investment advisor at Cubic Advisors, LLC, based in Wayne, PA, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 54 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CUBIC Advisors charges an annual fee based on a percentage of the value of the assets they manage. The fees are negotiable and charged monthly in arrears. The brochure does not specify the percentage charged. If CUBIC recommends a third-party manager, those fees are in addition to CUBIC's fees.
Location
Wayne, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David is registered with the National Futures Association as a Commodities/Futures Broker through The Price Futures Group, Inc. He receives commissions in conjunction with this registration.
Employment History
Current Registrations
Cubic Advisors, LLC
Previous Registrations
Peregrine Diversified Investment Services CORP.
Ams Advisors LLC
Brewer Investment Advisors LLC
Spire Wealth Management, LLC
Lincoln Financial Advisors Corporation
Raymond James Financial Services
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.