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Brett John Testerman

EXCOMP ASSET MANAGEMENT LTD·MELVILLE, New York
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425 BROADHOLLOW RD, MELVILLE, NY 11747CRD# 6155535Firm CRD# 110434
01

About

Brett John Testerman is a registered financial advisor based in MELVILLE, 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# 6155535
Firm CRD# 110434
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett John Testerman offer?
Brett John Testerman specializes in Investment Management, Wealth Management. Contact their office in MELVILLE, New York for a consultation.
What are Brett John Testerman's credentials?
Brett John Testerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett John Testerman located?
Brett John Testerman is based in MELVILLE, New York, working with EXCOMP ASSET MANAGEMENT LTD. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Brett John Testerman charge for services?
Brett John Testerman'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.
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