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Category: Adviser Advocacy Day

A2 Policy Priorities

Adviser Advocacy Day Policy Priorities IAA 2019 Policy Priorities Investment Advisers Act The statutory framework of the Investment Advisers Act of 1940 has proven remarkably robust in protecting investors while...

September 03, 2019

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A2 Key Issues Talking Points

Key Issues Talking Points IAA Policy Priorities The Investment Advisory Profession, State by State Investment Adviser Regulatory Flexibility Improvement Act Restore and Extend Advisory Fee Deductibility and Favorable Treatment for...

July 02, 2019

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Alabama

Adviser Advocacy Day Resources Alabama Sen. Richard Shelby (R) & lt;strong>DC Office: 304 RSOB 20510 State Offices: Birmingham, 205-731-1384 | Huntsville, 256-772-0460 | Mobile, 251-694-4164 | Montgomery, 334-223-7303 | Tuscaloosa, 205-759-5047 Phone: 202-224-5744Fax:...

December 18, 2018

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Idaho

Adviser Advocacy Day Resorces Idaho Sen. Mike Crapo (R) DC Office: 239 DSOB 20510 State Offices: Boise, 208-334-1776 | Coer D’Alene, 208-664-5490 | Idaho Falls, 208-522-9779 | Lewiston, 208-743-1492 | Pocatello, 208-236-6775...

December 18, 2018

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Maine

Adviser Advocacy Day Resources Maine Maine Industry Statistics Rep. Chellie Pingree (D) DC Office: 2162 RHOB 20515 State Offices:  Portland, 207-774-5019 | Waterville, 207-873-5713 Phone: 202-225-6116Fax: 202-225-5590pingree.house.gov Elected Office: ME Senate, 1992-2000, Majority Leader, 1996-2000...

December 18, 2018

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Connecticut

Adviser Advocacy Day Resources Connecticut Connecticut Industry Statistics Rep. John B. Larson (D) DC Office: 1501 LHOB 20515 State Offices:  Hartford, 860-278-8888    Phone: 202-225-2265Fax: 202-225-1031larson.house.gov Elected Office: E. Hartford Board of Education,...

December 18, 2018

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Maryland

Adviser Advocacy Day Resources Maryland Maryland Industry Statistics Rep. John Delaney (D) DC Office: 1632 LHOB 20515 State Offices: Gaithersburg, 301-926-0300 | Hagerstown, 301-733-2900   Phone: 202-225-2721Fax: 202-225-2193delaney.house.gov Professional Career: Founder, CEO, Health Care...

December 18, 2018

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Missouri

Adviser Advocacy Day Resorces Missori Missori Indstry Statistics Rep. Lacy Clay (D) DC Office: 2335 RHOB 20515 State Offices: Florissant, 314-383-5240 | St. Lois, 314-367-1970 | St. Lois, 314-669-9393   Phone: 202-225-2406Fax: 202-226-3717lacyclay.hose.gov Elected...

December 18, 2018

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Minnesota

Adviser Advocacy Day Resources Minnesota Minnesota Industry Statistics Rep. Keith Ellison (D) DC Office: 2263 RHOB 20515 State Offices: Minneapolis, 612-522-1212   Phone: 202-225-4755ellison.house.gov Elected Office: MN House, 2002-2006. Professional Career: Practicing attorney,...

December 18, 2018

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