AdvisorOS Directory
Claim Profile
GB

Gerard Thomas Breitner

EXCOMP ASSET MANAGEMENT LTD·GARDEN CITY, New York
Unclaimed Profile
1010 FRANKLIN AVENUE- SUITE 410, GARDEN CITY, NY 11530CRD# 819265Firm CRD# 110434
01

About

Gerard Thomas Breitner is a registered financial advisor based in GARDEN CITY, New York, affiliated with EXCOMP ASSET MANAGEMENT LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
EXCOMP ASSET MANAGEMENT LTD
EXCOMP ASSET MANAGEMENT LTD
AUM
$137M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at EXCOMP ASSET MANAGEMENT LTD →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 819265
Firm CRD# 110434
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GARDEN CITY?

Browse all registered financial advisors in GARDEN CITY, New York or claim this profile if it's yours.

Browse GARDEN CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gerard Thomas Breitner offer?
Gerard Thomas Breitner specializes in Investment Management, Wealth Management. Contact their office in GARDEN CITY, New York for a consultation.
What are Gerard Thomas Breitner's credentials?
Gerard Thomas Breitner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerard Thomas Breitner located?
Gerard Thomas Breitner is based in GARDEN CITY, New York, working with EXCOMP ASSET MANAGEMENT LTD. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.
How does Gerard Thomas Breitner charge for services?
Gerard Thomas Breitner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXCOMP ASSET MANAGEMENT LTD?
EXCOMP ASSET MANAGEMENT LTD has approximately 5 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GARDEN CITY
Stephen Mark Kiront — CRAFT WEALTH MANAGEMENT LLCDaniel Eccleston — THE BENDIX FINANCIAL GROUP, INC.Ronald Brett Dorushkin — WILMINGTON CAPITAL SECURITIES, LLCRegis R Dillon — LA FERLA GROUP LLCWinfield Scott Essex — FIVE ELEVEN FAMILY OFFICE LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile