David Dereck Kassir
Investment adviser representative at Manna Wealth Management
30 yearsExperience
3 statesRegistered in
$146.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- B. Riley Wealth Advisors, Inc.Jul 2022 to now
- B.riley Wealth Management, Inc.Nov 2019 to now
- Manna Wealth ManagementOct 1996 to now
- Wells Fargo Advisors Financial Network, LLCMay 2015 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, VA).
Manna Wealth Management
Legal name: Manna Wealth Management Inc.
$146.1MAssets managed
614Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2814059
- Firm CRD
- 332313