Best Investors Account Sign in
Inactive

David Kwasi Manteau

Colman Knight Advisory Group, LLC

Acton, MA

Claim This Profile
Current Employers
Colman Knight Advisory Group, Llc

530 Great Road, Acton, MA 01720 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-10-12
TX RA APPROVED 2022-10-05
  • MA RA
    APPROVED
    Since 2022-10-12
  • TX RA
    APPROVED
    Since 2022-10-05

Branch Locations

530 Great Road, Acton, MA 01720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc Boston MA 11/2013 03/2017
Mml Investors Services, Llc Charlotte NC 03/2017 01/2019
Pruco Securities Llc Marlborough MA 09/2020 11/2020
Advice Systems, Inc Westboro MA 01/2019 09/2020
The Prudential Insurance Company Of America Marlborough MA 10/2020 11/2020
Investment Advisor Alliance Oradell NJ 12/2020 06/2021
American Tax & Financial Planners Huntington Beach CA 12/2020 09/2021
Investment Advisor Group Hancock NY 02/2021 06/2021
Pruco Securities, Llc. Worcester MA 05/2021 10/2022
Prudential Insurance Company Of America Worcester MA 07/2021 10/2022
Colman Knight Advisory Group, Llc Acton MA 10/2022 Present
American Tax & Financial Planners North Attleboro MA 12/2020 07/2021
Massmutual Boston MA 04/2013 01/2019
  • 11/2013 → 03/2017
    Metlife Securities Inc
    Boston, MA
  • 03/2017 → 01/2019
    Charlotte, NC
  • 09/2020 → 11/2020
    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
    Hancock, NY
  • 05/2021 → 10/2022
    Worcester, MA
  • 07/2021 → 10/2022
    Prudential Insurance Company Of America
    Worcester, MA
  • 10/2022 → Present
    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
    Marlborough, MA
    Worcester, MA
  • 2021-03-02 → 2021-07-01
    North Attleboro, MA
    Hancock, NY
  • 2021-01-04 → 2021-02-28
    Keeler & Co., Llc
    North Attleboro, MA
  • 2018-03-28 → 2019-02-04
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-29
S66 Uniform Combined State Law Examination 2005-11-07
  • S65 Uniform Investment Adviser Law Examination
    2012-12-29
  • S66 Uniform Combined State Law Examination
    2005-11-07
Designations
Other Names
  • David Kwasi Manteau
  • David Manteau

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Acton, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor