David Kwasi Manteau

Employer firm

Colman Knight Advisory Group, LLC CRD 119696

$188M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2013 → 03/2017
  Metlife Securities Inc
  Boston, MA
• 03/2017 → 01/2019
  Mml Investors Services, Llc
  Charlotte, NC
• 09/2020 → 11/2020
  Pruco Securities Llc
  Marlborough, MA
• 01/2019 → 09/2020
  Advice Systems, Inc
  Westboro, MA
• 10/2020 → 11/2020
  The Prudential Insurance Company Of America
  Marlborough, MA
• 12/2020 → 06/2021
  Investment Advisor Alliance
  Oradell, NJ
• 12/2020 → 09/2021
  American Tax & Financial Planners
  Huntington Beach, CA
• 02/2021 → 06/2021
  Investment Advisor Group
  Hancock, NY
• 05/2021 → 10/2022
  Pruco Securities, Llc.
  Worcester, MA
• 07/2021 → 10/2022
  Prudential Insurance Company Of America
  Worcester, MA
• 10/2022 → Present
  Colman Knight Advisory Group, Llc
  Acton, MA
• 12/2020 → 07/2021
  American Tax & Financial Planners
  North Attleboro, MA
• 04/2013 → 01/2019
  Massmutual
  Boston, MA

Previous Registrations

• 2021-07-12 → 2022-10-04
  Pruco Securities, Llc.
  Marlborough, MA
  Worcester, MA
• 2021-03-02 → 2021-07-01
  Investment Advisor Group
  North Attleboro, MA
  Hancock, NY
• 2021-01-04 → 2021-02-28
  Keeler & Co., Llc
  North Attleboro, MA
• 2018-03-28 → 2019-02-04
  Mml Investors Services, Llc
  Boston, MA
  Charlotte, NC
• 2005-11-08 → 2006-08-14
  Banc Of America Investment Services, Inc.
  Lincoln, RI
  Lincoln, RI

Other Businesses

Subject Matter Expert/Adjunct Professor at Boston University Center for Professional Education. 1010 Commonwealth Avenue, 1st Floor, Brookline, MA 02446. Not investment-related. Start Date: 03/19/2024. 2 Hours per Month outside of Business Hours. 0 Hours per Month during Securities Trading Hours. Duties: Teaching CFP courses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-29
• S66 Uniform Combined State Law Examination
  2005-11-07

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• David Kwasi Manteau
• David Manteau