David Dereck Kassir
Professional Summary
David Dereck Kassir is a registered financial advisor currently at MANNA WEALTH MANAGEMENT located in Miami Beach, Florida. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. David has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
MANNA WEALTH ADVISORS | MANNA WEALTH MANAGEMENT INC. | MANNA WEALTH MANAGEMENT
Contact Information
Main Address
429 Lenox Ave Suite 527, Miami Beach, FL 33139Phone Number
(305) 306-7107# of Employees
2SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
615AUM (Assets Under Management)
$146,137,215Similar Advisors
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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.
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Primary Firm SEC Registration
MANNA WEALTH ADVISORS | MANNA WEALTH MANAGEMENT INC. | MANNA WEALTH MANAGEMENT
State Registrations and Notice Filings
(8/27/2024)
(8/28/2024)
(8/28/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David Dereck Kassir's CRS (Customer Relationship Summary).
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