David Kassir has been Managing Member and Chief Compliance Officer of Manna Wealth Management since June 2024, is a control person of the firm and directly owns 75% or more of it.
Manna Wealth Management Inc. is a Miami Beach, FL firm with $146M under management, 614 clients and 1 adviser across 6 offices, as of its March 2026 filing.
David D. Kassir is Managing Director and Senior Financial Advisor of Manna Wealth Management. Kassir has over 30 years of experience in private wealth management and develops investment plans and retirement plans around clients' long-term goals and risk tolerance.
David Kassir’s longest registration was 6 years at Next Financial Group, Inc. (2002–2009). Before joining Manna Wealth Management in 2024, David Kassir was registered through B. Riley Wealth Advisors, Inc. and B Riley Wealth Management.
- Manna Wealth ManagementCurrent– present · 2 yearsMiami Beach, FL · Adviser representative · Firm CRD 332313
- B. Riley Wealth Advisors, Inc.– · 2 yearsTysons, VA · Adviser representative · Firm CRD 115927
- B Riley Wealth Management– · 3 yearsTysons, VA · Adviser representative · Firm CRD 2543
- Wells Fargo Advisors Financial Network, LLC– · 4 yearsTysons, VA · Adviser representative · Firm CRD 11025
- H. Beck, Inc.– · under a yearFalls Church, VA · Adviser representative · Firm CRD 1763
- Manna Capital Management– · 6 yearsFalls Church, VA · Adviser representative · Firm CRD 552
- Next Financial Group, Inc.– · 6 yearsWashington, DC · Adviser representative · Firm CRD 46214
- Wachovia Securities, Inc.– · 5 yearsWashington , DC · Adviser representative · Firm CRD 19616
Professional designations
Listed by Manna Wealth Management
- Accredited Asset Management Specialist (AAMS®)
- Chartered Mutual Fund Counselor (CMFC®)
Investment adviser representative registrations
David Kassir is registered as an investment adviser representative in 3 states, as a resident of Texas. Each was approved in August 2024.
- FloridaSince 27 August 2024
- TexasResidentSince 28 August 2024
- VirginiaSince 28 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 1 October 2010 |
| Series 24 | General Securities Principal Examination | 23 March 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 January 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 December 1996 |
| Series 7 | General Securities Representative Examination | 2 December 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Dereck Kassir
- CRD
- 2814059
- Firm
- Manna Wealth Management · CRD 332313
- Role
- Managing Member and Chief Compliance Officer
- Office
- 429 LENOX AVE, SUITE 527, Miami Beach, FL 33139
- Registration
- Investment adviser registration
- In the industry since
- December 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mannawealthmanagement.com
Where does David Kassir work?
David Kassir has been Managing Member and Chief Compliance Officer of Manna Wealth Management Inc. since June 2024, and is a control person of the firm.
Is David Kassir a financial advisor?
Yes. David Kassir has a current investment-adviser registration in Florida, Texas and Virginia, through Manna Wealth Management since August 2024.
How many years of experience does David Kassir have?
David Kassir has 29 years in the financial industry, since December 1996, across 8 adviser firms.
What exams has David Kassir passed?
David Kassir has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and Series 51. The earliest, the Series 7, was passed in December 1996. FINRA credited David Kassir with the SIE, which began in October 2018.
Where did David Kassir work before Manna Wealth Management?
Before Manna Wealth Management, David Kassir was registered through B Riley Wealth Management, November 2019 to December 2022; Wells Fargo Advisors Financial Network, LLC, May 2015 to November 2019; H. Beck, Inc., March 2015 to April 2015; Manna Capital Management, February 2009 to July 2015; Next Financial Group, Inc., July 2002 to February 2009; Wachovia Securities, Inc., April 1997 to July 2002.
Where is David Kassir based?
David Kassir’s registered office is in Miami Beach, FL.
Is David Kassir registered with FINRA?
No. David Kassir has no current broker registration.
How can I verify David Kassir’s record?
Search CRD 2814059 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Kassir’s full registration record.