AdFi
SM

Simon Mark Hudson

Investment Adviser Representative at NEXT Level Private LLC

Harrison, NYCRD #8093207Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Simon Mark Hudson is an investment adviser representative with NEXT Level Private LLC in Harrison, NY, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New York.

Office

500 Mamaroneck Avenue, Suite 501
Harrison, NY 10528

Advisors at this office: 13

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/8/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

NEXT Level Private LLCCurrent
5/15/2025 – Harrison, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Next Level Private LLC
    May 2025 – no end date reportedHarrison, NY
  2. Mission Underwriting Managers, LLC
    Apr 2025 – no end date reportedChicago, IL
  3. Atlantic Intermediaries, LLC
    Jun 2019 – Sep 2024Burlington, NC
  4. RFIB
    Jan 2016 – May 2019Greenwich, CT
  5. Unemployed
    Oct 2024 – Mar 2025N/a, XX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About NEXT Level Private LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
14
Offices listed on AdvisorFinder:
1
Main office:
Harrison, NY
SEC file number:
801-122122

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 23, 2026

View full firm profile

Other advisors at NEXT Level Private LLC

Showing 12 of 14 in the directory

View NEXT Level Private LLC firm profile

Similar advisors in Harrison, NY

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Simon Mark Hudson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched