David Kwasi Manteau
Investment adviser representative at Colman Knight Advisory Group, LLC
13 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$187.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Colman Knight Advisory Group, LLCOct 2022 to now
- Prudential Insurance Company of AmericaJul 2021 to Oct 2022
- Pruco Securities, LLC.May 2021 to Oct 2022
- Investment Advisor GroupFeb 2021 to Jun 2021
- American Tax & Financial PlannersDec 2020 to Sep 2021
- Investment Advisor AllianceDec 2020 to Jun 2021
- The Prudential Insurance Company of AmericaOct 2020 to Nov 2020
- Pruco Securities LLCSep 2020 to Nov 2020
- Advice Systems, IncJan 2019 to Sep 2020
- MML Investors Services, LLCMar 2017 to Jan 2019
- Metlife Securities IncNov 2013 to Mar 2017
- MassmutualApr 2013 to Jan 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Colman Knight Advisory Group, LLC
$187.7MAssets managed
127Clients
5Advisers
23 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
- 5050202
- Firm CRD
- 119696