David K. Manteau

COLMAN KNIGHT ADVISORY GROUP

Acton, MA 01720

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CRD#: 5050202

Professional summary

David Kwasi Manteau, CFP®, who also goes by David Manteau, is a registered financial advisor currently at COLMAN KNIGHT ADVISORY GROUP, LLC located in Acton, Massachusetts.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 11 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Manteau

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.

Subject Matter Expert/Adjunct Professor at Boston University Center for Professional Education. 1010 Commonwealth Avenue, 1st Floor, Brookline, MA 02446. Not investment-related. Start Date: 03/19/2024. 2 Hours per Month outside of Business Hours. 0 Hours per Month during Securities Trading Hours. Duties: Teaching CFP courses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Kwasi Manteau'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

October 5, 2022 - Present

COLMAN KNIGHT ADVISORY GROUP, LLC

Office #1: 530 Great Road, Acton, MA 01720

RIA

CRD#: 119696

Acton, MA

Past

July 12, 2021 - October 4, 2022

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Worcester, MA

Past

June 18, 2021 - October 4, 2022

PRUCO SECURITIES, LLC.

CRD#: 5685

Worcester, MA

Past

March 2, 2021 - July 1, 2021

INVESTMENT ADVISOR GROUP

RIA

CRD#: 312448

NORTH ATTLEBORO, MA

Past

January 4, 2021 - February 28, 2021

KEELER & CO., LLC

RIA

CRD#: 125185

North Attleboro, MA

Past

October 29, 2020 - November 23, 2020

PRUCO SECURITIES, LLC.

CRD#: 5685

MARLBOROUGH, MA

Past

March 28, 2018 - February 4, 2019

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Boston, MA

Past

March 25, 2017 - February 4, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

January 27, 2014 - January 2, 2015

NEW ENGLAND SECURITIES

CRD#: 615

BOSTON, MA

Past

January 27, 2014 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BOSTON, MA

Past

October 12, 2012 - December 18, 2013

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

September 12, 2011 - July 20, 2012

PFS INVESTMENTS INC.

CRD#: 10111

FOXBORO, MA

Past

February 13, 2007 - October 8, 2009

BOFA DISTRIBUTORS, INC.

CRD#: 30683

BOSTON, MA

Past

November 8, 2005 - August 14, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

LINCOLN, RI

Past

October 25, 2005 - August 14, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

LINCOLN, RI

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".

COLMAN KNIGHT ADVISORY GROUP, LLC

CRD#: 119696 / SEC#: 801-61940

RIA

Registered Investment Advisory firm - (4/16/2003 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

Massachusetts
(10/12/2022)

IAR

Texas
(10/5/2022)

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

State Security Law Exam

IAR

Series 65

Date: 12/29/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/7/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/14/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 11/27/2007

Investment Company Products/Variable Contracts Principal Examination

Current Firm

COLMAN KNIGHT ADVISORY GROUP, LLC

CRD#: 119696 / SEC#: 801-61940

RIA

Registered Investment Advisory firm - (4/16/2003 Approved)

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Contact information

Main Address

530 Great Road, Acton, MA 01720

Mailing Address

Phone number

(978) 371-2015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/12/2025)

Regulatory assets under management

Total Number of Accounts	405
AUM (Assets Under Management)	$ 175,230,619

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.

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Firm Stability Insights

David K. Manteau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Kwasi Manteau's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

INVESTMENT ADVISOR GROUP

KEELER & CO., LLC

PRUCO SECURITIES, LLC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NEW ENGLAND SECURITIES

MSI FINANCIAL SERVICES, INC.

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

PFS INVESTMENTS INC.

BOFA DISTRIBUTORS, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

COLMAN KNIGHT ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/29/2012

Series 66

Date: 11/7/2005

SIE

Date: 10/1/2018

Series 7

Date: 2/14/2005

Series 26

Date: 11/27/2007

Current Firm

COLMAN KNIGHT ADVISORY GROUP, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLMAN KNIGHT ADVISORY GROUP, LLC

TRUST BUT VERIFY

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