Mark Mannix

COOPERATIVE FUNERAL FUND

MADISON, CT 06443

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CRD#: 2593931

Professional summary

Mark Mannix is a registered financial advisor currently at COOPERATIVE FUNERAL FUND INC located in Madison, Connecticut.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Mark has worked at 1 firm and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Mannix's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 21, 1990 - Present

COOPERATIVE FUNERAL FUND INC

Office #1: 74 Boston Post Rd, Madison, CT 06443

RIA

CRD#: 107631

MADISON, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COOPERATIVE FUNERAL FUND INC

COOPERATIVE FUNERAL FUND INC | CURTIS-MITCHELL ASSOCIATES

CRD#: 107631 / SEC#: 801-35190

RIA

Registered Investment Advisory firm - (9/15/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(5/21/1990)

IAR

Massachusetts
(4/14/1994)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/27/1997

General Securities Representative Examination

Current Firm

COOPERATIVE FUNERAL FUND INC

COOPERATIVE FUNERAL FUND INC | CURTIS-MITCHELL ASSOCIATES

CRD#: 107631 / SEC#: 801-35190

RIA

Registered Investment Advisory firm - (9/15/1989 Approved)

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Contact information

Main Address

74 Boston Post Road, Madison, CT 06443

Mailing Address

P.o. Box 1036, Madison, CT 06443

Phone number

(800) 336-1102

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

SEC FORM ADV PART 2A DISCLOSURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts	1,209
AUM (Assets Under Management)	$ 710,651,634

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Mark Mannix

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Mannix's CRS (Customer Relationship Summary).

Certified licenses

Experience

COOPERATIVE FUNERAL FUND INC

Primary Firm SEC Registration

COOPERATIVE FUNERAL FUND INC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/1995

Series 7

Date: 3/27/1997

Current Firm

COOPERATIVE FUNERAL FUND INC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COOPERATIVE FUNERAL FUND INC

TRUST BUT VERIFY

Contact information

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