David S. Mcmanus
COOPER MCMANUS | Senior Wealth Manager
Irvine, CA 92618
Some features on this profile are disabled
CRD#: 2535395
Professional summary
David Scott Mcmanus, CFP® is a registered financial advisor currently at COOPER MCMANUS located in Irvine, California and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Irvine, California.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. David has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Biography
David is a problem solver. He has worked hard to become the “go-to” when his clients need answers and advice. With a Bachelor’s degree in Business Administration from San Diego State University, David began his career with a top financial firm going on to rank in the company’s top 10% of advisors nationwide in his first year. He partnered with Arthur in 2001, knowing that he could serve his clients more thoroughly and objectively as an independent advisor.
For the past two decades, David has focused on building quality relationships with his clients and their families. Everyone has a unique financial situation, and David is driven by the opportunity that presents – to develop individual, creative and comprehensive strategies that make his clients’ lives that much better.
David is compelled to put others first and attains true joy from people, so much so that clients are often more like close friends. His greatest joy comes from his wife, Kim, and their three sons, Cole, Grant and Jack. David has been an active leader in his church and his sons’ youth groups. A kid at heart, David can’t ever pass up a superhero movie or a new Apple toy. He has a soft spot for country music, but don’t tell Arthur.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Tax Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) COOPER FINANCIAL GROUP/COOPER MCMANUS, 9870 RESEARCH DRIVE, IRVINE, CA, ADVISOR REP OF A REGISTERED INVESTMENT ADV (ria) 07/01/01- IAR, INV REL, 160/MO- 160/TRADING 2) DAVID MCMANUS 9870 RESEARCH DRIVE, IRVINE, CA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 07/01/01- INV REL- 20/MO- 20/TRADING. 3) PROFESSIONAL PARTNERS AND PRACTICES, INC, 9870 RESEARCH DRIVE, IRVINE, CA, PROPERTY MANAGEMENT, OWNER, NIR, 03/01/06, 1/MO- 1/TRADING. 4) RESEARCH DRIVE PARTNERS, 9870 RESEARCH DRIVE, IRVINE, CA, RENTAL PROPERTY, 03/01/06, NIR, 1/MO- 1/TRADING. 5) McManus Wealth, 9870 Research Drive, Irvine, CA, 02/2018, Owner, Passthrough entity, INV REL, 0 HR/MO, 0 HR/MO Trading
CRS (Client Relationship Summary) - RIA
Click below to view David Scott Mcmanus's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
July 26, 2001 - Present
COOPER MCMANUS
Office #1: 9870 Research Drive, Irvine, CA 92618RIA
CRD#: 111458
Irvine, CA
Current
March 27, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 9870 Research Dr., Irvine, CA 92618BD
CRD#: 39543
Irvine, CA
Past
May 13, 2011 - December 31, 2012
GAINSBOROUGH FINANCIAL CONSULTANTS, INC.
RIA
CRD#: 124990
LOS ANGELES, CA
Past
July 12, 2001 - March 27, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
IRVINE, CA
Past
September 22, 1997 - August 6, 2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
September 22, 1997 - August 6, 2001
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
June 15, 1995 - October 3, 1997
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 15, 1995 - October 3, 1997
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
October 10, 1994 - May 4, 1995
CENTEX SECURITIES, INCORPORATED
BD
CRD#: 18493
LA JOLLA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CM
COOPER MCMANUS
401KAMERICA | WEST PRIVATE WEALTH MANAGEMENT | THE PURMORT GROUP | TAX SMART INVESTING & PLANNING | TADMAN FINANCIAL | SYV WEALTH ADVISORS | ROYAL GLOBAL ASSET MANAGEMENT LLC | RIDGE FINANCIAL PLANNING | RICCIO WEALTH MANAGEMENT | PRUDENCE WEALTH ADVISORY | PEARL FINANCIAL | NEWPORT INVESTORS | MORGAN STERLING PRIVATE WEALTH MANAGEMENT | MKT WEALTH MANAGEMENT | LORRIMER PRIVATE WEALTH MANAGEMENT | LINDSEY AND LINDSEY WEALTH MANAGEMENT | LEFT LANE FINANCIAL | LDW CONSULTING GROUP | LARSON FINANCIAL SERVICES, INC. | KERR FINANCIAL FAMILY | K.W. JONES WEALTH | IRVINE WEALTH MANAGEMENT | HARRINGTON FINANCIAL | FIRST PRINCIPLES WEALTH MANAGEMENT | FINANCIAL CLARITY GUIDES | FAIR PLANET ADVISORS | EVERGREEN WEALTH ADVISORY GROUP | EHG FINANCIAL | CROSS FINANCIAL INVESTMENTS | COOPER MCMANUS | COOPER FINANCIAL GROUP | CB WEALTH ADVISORY | AVANA WEALTH MANAGEMENT | ATLAS INDICATORS INVESTMENT ADVISORS | ASCENT WEALTH MANAGEMENT
CRD#: 111458 / SEC#: 801-61944
RIA
Registered Investment Advisory firm - (4/7/2003 Approved)California
Registered Investment Advisory firm - (4/9/2003 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/27/2020)
IAR
California(7/26/2001)
RR
California(3/27/2020)
RR
Colorado(3/27/2020)
RR
Connecticut(4/25/2023)
RR
Florida(3/27/2020)
RR
Georgia(3/27/2020)
RR
Hawaii(4/28/2022)
RR
Idaho(3/10/2022)
RR
Illinois(3/27/2020)
RR
Maryland(1/4/2021)
RR
Massachusetts(1/4/2021)
RR
Michigan(3/3/2022)
RR
Minnesota(3/11/2021)
RR
Missouri(3/9/2023)
RR
Nevada(3/27/2020)
RR
New Mexico(3/27/2020)
RR
New York(3/27/2020)
RR
North Carolina(3/30/2020)
RR
Ohio(12/21/2021)
RR
Oklahoma(1/12/2023)
RR
Oregon(3/27/2020)
RR
Tennessee(4/9/2020)
IAR
Texas(9/8/2006)
RR
Texas(3/27/2020)
RR
Virginia(3/27/2020)
RR
Washington(3/27/2020)
RR
Wisconsin(3/27/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CM
COOPER MCMANUS
401KAMERICA | WEST PRIVATE WEALTH MANAGEMENT | THE PURMORT GROUP | TAX SMART INVESTING & PLANNING | TADMAN FINANCIAL | SYV WEALTH ADVISORS | ROYAL GLOBAL ASSET MANAGEMENT LLC | RIDGE FINANCIAL PLANNING | RICCIO WEALTH MANAGEMENT | PRUDENCE WEALTH ADVISORY | PEARL FINANCIAL | NEWPORT INVESTORS | MORGAN STERLING PRIVATE WEALTH MANAGEMENT | MKT WEALTH MANAGEMENT | LORRIMER PRIVATE WEALTH MANAGEMENT | LINDSEY AND LINDSEY WEALTH MANAGEMENT | LEFT LANE FINANCIAL | LDW CONSULTING GROUP | LARSON FINANCIAL SERVICES, INC. | KERR FINANCIAL FAMILY | K.W. JONES WEALTH | IRVINE WEALTH MANAGEMENT | HARRINGTON FINANCIAL | FIRST PRINCIPLES WEALTH MANAGEMENT | FINANCIAL CLARITY GUIDES | FAIR PLANET ADVISORS | EVERGREEN WEALTH ADVISORY GROUP | EHG FINANCIAL | CROSS FINANCIAL INVESTMENTS | COOPER MCMANUS | COOPER FINANCIAL GROUP | CB WEALTH ADVISORY | AVANA WEALTH MANAGEMENT | ATLAS INDICATORS INVESTMENT ADVISORS | ASCENT WEALTH MANAGEMENT
CRD#: 111458 / SEC#: 801-61944
RIA
Registered Investment Advisory firm - (4/7/2003 Approved)California
Registered Investment Advisory firm - (4/9/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9870 Research Drive, Irvine, CA 92618
Mailing Address
Phone number
(800) 516-5333
Established
Firm type
Fiscal year end
# of Employees
52
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,372 |
| AUM (Assets Under Management) | $ 2,560,714,584 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COOPER MCMANUS
Senior Wealth ManagerCRD#: 111458Irvine, CA 92618TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
