Simon Mark Hudson

Employer firm

Next Level Private LLC CRD 313247

$1.37B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Next Level Private Llc

500 Mamaroneck Avenue Suite 501, Harrison, NY 10528 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-05-15

NY RA
APPROVED

Since 2025-05-15

Branch Locations

500 Mamaroneck Avenue Suite 501, Harrison, NY 10528 • 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

Organization	City	State	From	To
Next Level Private Llc	Harrison	NY	05/2025	Present
Mission Underwriting Managers, Llc	Chicago	IL	04/2025	Present
Atlantic Intermediaries, Llc	Burlington	NC	06/2019	09/2024
Rfib	Greenwich	CT	01/2016	05/2019
Unemployed	N/A	XX	10/2024	03/2025

05/2025 → Present

Next Level Private Llc

Harrison, NY
04/2025 → Present

Mission Underwriting Managers, Llc

Chicago, IL
06/2019 → 09/2024

Atlantic Intermediaries, Llc

Burlington, NC
01/2016 → 05/2019

Rfib

Greenwich, CT
10/2024 → 03/2025

Unemployed

N/A, XX

Other Businesses

1) Mission Underwriters Hudson Series, LLC; Not investment-related; Home office; Insurance; Program Head; 4/1/2025; 160 hours per month; 120 during trading hours; Licensed insurance agent, build MGA insurance entities 2) Simon The Entrepreneur LLC; Not investment-related; Home office; Insurance advisory service; President; 6/12/2011; 10 hours per month; 0 during trading hours; Help people build and grow insurance business

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-08

S65 Uniform Investment Adviser Law Examination

2025-05-08

Other Names

Simon Hudson

View on SEC IAPD