David Dereck Kassir

Employer firm

Manna Wealth Management CRD 332313

$146M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/2015 → 11/2019
  Wells Fargo Advisors Financial Network, Llc
  Falls Church, VA
• 11/2019 → Present
  B.RIley Wealth Management, Inc.
  Memphis, TN
• 07/2022 → Present
  B. Riley Wealth Advisors, Inc.
  Memphis, TN
• 10/1996 → Present
  Manna Wealth Management
  Miami Beach, FL
• 08/2024 → Present
  Manna Wealth Management
  Miami Beach, FL

Previous Registrations

• 2022-08-25 → 2024-08-28
  B. Riley Wealth Advisors, Inc.
  Tysons, VA
  Arlington, VA
  Washington, DC
  Miami Beach, FL
• 2019-11-15 → 2022-12-31
  B. Riley Wealth Management
  Miami Beach, FL
  Memphis, TN
  Tysons, VA
  Tysons, VA
  Miami, FL
  Washington, DC
  Arlington, VA
  Miami Beach, FL
• 2015-05-08 → 2019-11-19
  Wells Fargo Advisors Financial Network, Llc
  Tysons, VA
  Miami Beach, FL
  Miami, FL
• 2009-02-13 → 2015-07-09
  Manna Capital Management
  Falls Church, VA
  Falls Church, VA
  Falls Church, VA
• 2015-03-30 → 2015-04-21
  Grove Point Investments, Llc
  Rockville, MD
  Falls Church, VA
• 2002-07-05 → 2009-02-19
  Next Financial Group, Inc.
  Washington, DC
• 1997-04-18 → 2002-07-10
  Wells Fargo Clearing Services, Llc
  Washington , DC

Other Businesses

1. PALM TREE PROPERTIES DBA ST. BARTS PROPERTIES, LLC, INVESTMENT RELATED, 429 LENOX RD, MIAMI BEACH, FL 33139, REAL ESTATE HOLDING COMPANY, 100% OWNERSHIP/PRESIDENT, START 6/1/2002, 15 HRS PER MONTH, 0 HRS DURING TRADING, RECONCILING RENTS ALONG WITH HANDLING MAINTENANCE REQUESTS MADE BY TENANTS AND REDIRECTING TO CONTRACTORS. 2. David Kassir, Sole proprietor, insurance agent; investment related; Miami Beach FL; start November 2008; insurance sales and service. 1 hour per month 0 during securities trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-16
• S63 Uniform Securities Agent State Law Examination
  1996-12-10