David Pankiw
CUBIC Advisors · Wayne, Pennsylvania
David Pankiw is a fee-only financial advisor at CUBIC Advisors in Wayne, Pennsylvania. David focuses on retirement planning, estate & legacy planning and family wealth transfer. CUBIC Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | CUBIC Advisors |
|---|---|
| Based in | Wayne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $55.1M across 152 accounts |
| SEC registration | Investment adviser representative in FL, MD, PA · CRD 1476226 |
| Exams passed | Series 63 (1986) · Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cubicadvisors.com |
| Profile |
How David's firm compares
- CUBIC Advisors's average account is about $363,000, from its Form ADV (assets managed divided by 152 accounts).
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Questions about David
Is David Pankiw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and CUBIC Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, CUBIC Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is David Pankiw based?
David Pankiw is based in Wayne, Pennsylvania.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning and family wealth transfer.
Is David Pankiw registered with the SEC?
Yes. David Pankiw is registered as an investment adviser representative in FL, MD and PA (CRD 1476226), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CUBIC Advisors manage?
CUBIC Advisors reports $55.1M across 152 accounts in assets under management.
How do I contact David Pankiw?
Through David's website, www.cubicadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CUBIC Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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