David Reynolds Manookin

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → 10/2016
  University Of Phoenix
  Salt Lake City, UT
• 09/2005 → Present
  Royal Alliance Associates, Inc
  Salt Lake City, UT

Previous Registrations

• 2005-09-28 → 2010-12-31
  Stone Hill Advisory Services Inc.
  Salt Lake City, UT
• 2003-10-16 → 2004-08-17
  Stuart Investment Advisory Corp.
  Murray, UT

Other Businesses

1) ASHWORTH MANAGEMENT, LLC POSITION: ME and OSJ NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2020 ADDRESS: 257 E. 200 So., Suite 750, Salt Lake City UT 84111, United States DESCRIPTION: Managing Executive and OSJ - compliance and business building. 2) SOUTH HIGH ALUMNI ASSOCIATION POSITION: Vice President NATURE: This is a high school alumni board, where the school no longer exists since 1988. It involves fund raising for scholarships at Salt Lake Community College. It is a 501 (c) 3 non-profit. We have no physical address. We meet, on occasion, at the community college, but mostly through Zoom. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/1998 ADDRESS: No physical address, Salt Lake City UT 84106, United States DESCRIPTION: Work with executive committee and board to raise funds, award scholarships and recognize distinguished alumni.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-31
• S63 Uniform Securities Agent State Law Examination
  2000-07-27

Other Names

• David R Manookin