NS

NEIL SIMON

INVESTMENT ADVISER ASSOCIATION · Washington, DC · registered since 2024
Registered · LDAActive
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At a glance

Registered since
2024
Senate LDA system
Clients
1
last 3 years
Filings
3
4 agencies contacted
Activity
filings by quarter
Works on
Financial Institutions/Investments/Securities 3Taxation/Internal Revenue Code 3

Background

Career
INVESTMENT ADVISER ASSOCIATION
Washington, DC
2024 - present

Specific issues

Definition "accredited investor" SEC definition of small business entity under RegFlex Act Electronic delivery
Financial Institutions/Investments/Securities · 2024 Q3
deductibility of investment advisory fees eligibility of advisory firms for 199A pass-through benefit savings/retirement
Taxation/Internal Revenue Code · 2024 Q3
deductibility of investment advisory fees eligibility of advisory firms for pass-through benefit savings/retirement
Taxation/Internal Revenue Code · 2024 Q1

Clients

INVESTMENT ADVISER ASSOCIATION
2024 · 3 filings
$██,███ / qtrUnlock

Filing history

2024 Q3
INVESTMENT ADVISER ASSOCIATION
Q3lda.gov →
2024 Q2
INVESTMENT ADVISER ASSOCIATION
Q2lda.gov →
2024 Q1
INVESTMENT ADVISER ASSOCIATION
Q1lda.gov →
Showing recent filings · full history on lda.gov