Unclaimed Profile

David Dereck Kassir

MANNA WEALTH MANAGEMENT·MIAMI BEACH, Florida

SIE, Series 7, Series 24, Series 51, Series 63, Series 6529 years registeredMANNA WEALTH MANAGEMENT

1000 5TH ST, MIAMI BEACH, FL 33139CRD# 2814059Firm CRD# 332313

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Dereck Kassir · MIAMI BEACH, FL

Registration

CRD #2814059 · MANNA WEALTH MANAGEMENT · 29 years registered

Brand Profile

Not yet started

Career History

MANNA WEALTH MANAGEMENT

Aug 2024 – present

B. RILEY WEALTH ADVISORS, INC.

Aug 2022 – Aug 2024

Tysons, VA

B RILEY WEALTH MANAGEMENT

Nov 2019 – Dec 2022

Tysons, VA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

May 2015 – Nov 2019

TYSONS, VA

H. BECK, INC.

Mar 2015 – Apr 2015

Falls Church, VA

MANNA CAPITAL MANAGEMENT

Feb 2009 – Jul 2015

FALLS CHURCH, VA

NEXT FINANCIAL GROUP, INC.

Jul 2002 – Feb 2009

WASHINGTON, DC

WACHOVIA SECURITIES, INC.

Apr 1997 – Jul 2002

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · April 18, 1997

Years registered · 29

Disclosure History

2016Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MANNA WEALTH MANAGEMENT INC.

CRD 332313 · SEC 801-130884

AUM

$125M

Regulatory assets under management

Employees

495 client accounts

Services offered by MANNA WEALTH MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MANNA WEALTH MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does David Dereck Kassir offer?

David Dereck Kassir specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MIAMI BEACH, Florida for a consultation.

What are David Dereck Kassir's credentials?

David Dereck Kassir is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Dereck Kassir located?

David Dereck Kassir is based in MIAMI BEACH, Florida, working with MANNA WEALTH MANAGEMENT. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.

How does David Dereck Kassir charge for services?

David Dereck Kassir's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MANNA WEALTH MANAGEMENT?

MANNA WEALTH MANAGEMENT has approximately 1 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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