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DK

David D. Kassir

MANNA WEALTH MANAGEMENT
MIAMI BEACH, FL 33139
Some features on this profile are disabled
CRD#: 2814059
DK

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.

top-8-questions

Question & Answer

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. PALM TREE PROPERTIES DBA ST. BARTS PROPERTIES, LLC, INVESTMENT RELATED, 429 LENOX RD, MIAMI BEACH, FL 33139, REAL ESTATE HOLDING COMPANY, 100% OWNERSHIP/PRESIDENT, START 6/1/2002, 15 HRS PER MONTH, 0 HRS DURING TRADING, RECONCILING RENTS ALONG WITH HANDLING MAINTENANCE REQUESTS MADE BY TENANTS AND REDIRECTING TO CONTRACTORS. 2. David Kassir, Sole proprietor, insurance agent; investment related; Miami Beach FL; start November 2008; insurance sales and service. 1 hour per month 0 during securities trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Dereck Kassir's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 27, 2024 - Present

MANNA WEALTH MANAGEMENT

Office #1: 429 Lenox Ave Suite 527, Miami Beach, FL 33139
RIA
CRD#: 332313
MIAMI BEACH, FL
Past

August 25, 2022 - August 28, 2024

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
Tysons, VA
Past

November 15, 2019 - December 31, 2022

B. RILEY WEALTH MANAGEMENT

RIA
CRD#: 2543
Tysons, VA
Past

November 15, 2019 - August 28, 2024

B. RILEY WEALTH MANAGEMENT

BD
CRD#: 2543
Tysons, VA
Past

May 8, 2015 - November 19, 2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
TYSONS, VA
Past

May 8, 2015 - November 19, 2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
TYSONS, VA
Past

March 30, 2015 - April 21, 2015

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
Falls Church, VA
Past

March 30, 2015 - April 21, 2015

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Falls Church, VA
Past

February 24, 2009 - July 1, 2015

MANNA CAPITAL MANAGEMENT

BD
CRD#: 552
FALLS CHURCH, VA
Past

February 13, 2009 - July 9, 2015

MANNA CAPITAL MANAGEMENT

RIA
CRD#: 552
FALLS CHURCH, VA
Past

July 5, 2002 - February 19, 2009

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
WASHINGTON, DC
Past

July 5, 2002 - February 19, 2009

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
WASHINGTON, DC
Past

October 1, 1999 - July 10, 2002

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

April 18, 1997 - July 10, 2002

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WASHINGTON , DC
Past

December 13, 1996 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC

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".
MW
MANNA WEALTH MANAGEMENT
MANNA WEALTH ADVISORS | MANNA WEALTH MANAGEMENT INC. | MANNA WEALTH MANAGEMENT

CRD#: 332313 / SEC#: 801-130884

RIA
Registered Investment Advisory firm - (8/13/2024 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Florida
(8/27/2024)
IAR
Texas
(8/28/2024)
IAR
Virginia
(8/28/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/16/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/10/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/2/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 10/1/2010
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/23/2009
General Securities Principal Examination

Current Firm

MW
MANNA WEALTH MANAGEMENT
MANNA WEALTH ADVISORS | MANNA WEALTH MANAGEMENT INC. | MANNA WEALTH MANAGEMENT

CRD#: 332313 / SEC#: 801-130884

RIA
Registered Investment Advisory firm - (8/13/2024 Approved)
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Contact information

Main Address
429 Lenox Ave Suite 527, Miami Beach, FL 33139
Mailing Address
Phone number
(305) 306-7107
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- MANNA WEALTH MANAGEMENT (10/8/2025)

Regulatory assets under management

Total Number of Accounts495
AUM (Assets Under Management)$ 122,638,603

Red Flags

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.

Company Information

MANNA WEALTH MANAGEMENT

CRD#: 332313Miami Beach, FL 33139

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