David Kassir
CRD Number: 2814059Current Firm: B. Riley Wealth Advisors, Inc.
Compensation Model: Fee Only
In a world where choices abound, spending is easy, and saving is vital, Manna Wealth Management is for those who seek to make what matters most to them the driver for the financial decisions they make today, tomorrow, and for the future.
We believe it’s important to consider the many aspects of your financial life. That encompasses your decisions about what to spend, what to save, what to invest, and what to give back.
Those beliefs are the foundation of Manna Wealth Management and we believe it’s what makes financial planners and financial advisers so unique.
Schedule a Consultation by calling our office: 703-533-0030 or 305-306-7107
Twitter: https://twitter.com/DavidKassir
Get to Know Manna Wealth Management and See How We Can Help
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | Memphis, TN | Jul 2022 - Current | 1 |
| B.riley Wealth Management, Inc. | Memphis, TN | Nov 2019 - Current | 4 |
| Wells Fargo Advisors Financial Network, LLC | Falls Church, VA | May 2015 - Nov 2019 | 4 |
| H. Beck, Inc. | Bethesda, MD | Mar 2015 - Apr 2015 | < 1 |
| Manna Capital Management | Falls Church, VA | Feb 2009 - Mar 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DC
- FL
- TX
- VA
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Total Assets Under Management7,645MILLIONS
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Total Number of Accounts20,038ACCOUNTS
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Average Account Value$381,538
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Get to Know Manna Wealth Management – Full Service Fiduciary Financial Advisors since 1962
Florida:
429 Lenox Ave, Suite 568, Miami Beach, FL 33139
Washington DC metro area:
1775 Tysons Blvd, 5th Floor Tysons, VA 22102
Securities and advisory services are offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC
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