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David Dereck Kassir

Manna Wealth Management

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About David Dereck Kassir

David Dereck Kassir is a financial advisor at Manna Wealth Management in Miami Beach, Florida. David has over 25 years of experience in the financial services industry. David specializes in providing financial planning and portfolio management services to individuals and businesses. David holds the Series 7, 24, 51, 63, and 65 licenses. David is also a registered investment advisor in Florida, Texas, and Virginia.

Firm Information

David Kassir is currently registered with Manna Wealth Management. Manna Wealth Management is a Miami Beach, FL-based registered investment advisor with $124,980,740 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals and corporations. Manna Wealth Management has 495 clients, including 27 high-net-worth individuals.
Manna Wealth Management

1000 5TH ST

MIAMI BEACH, FL 33139

$124.98M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Kassir’s Registration & Firm History

FL

08/29/2024 - Present

Manna Wealth Management (MIAMI BEACH FL)

VA

11/15/2019 - 08/28/2024

B. RILEY WEALTH MANAGEMENT (Tysons VA)

VA

05/08/2015 - 11/19/2019

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TYSONS VA)

VA

02/24/2009 - 07/01/2015

MANNA CAPITAL MANAGEMENT (FALLS CHURCH VA)

VA

03/30/2015 - 04/21/2015

H. BECK, INC. (Falls Church VA)

DC

07/05/2002 - 02/19/2009

NEXT FINANCIAL GROUP, INC. (WASHINGTON DC)

MO

10/01/1999 - 07/10/2002

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

12/13/1996 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 01/16/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2010

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/23/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David Dereck Kassir. Review regulatory record here.
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