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Brett John Testerman

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett John Testerman · MELVILLE, NY
Registration
CRD #6155535 · EXCOMP ASSET MANAGEMENT LTD
Brand Profile
Not yet started
01

Career History

EXCOMP ASSET MANAGEMENT LTD
Jan 2026 – present
EXCOMP ASSET MANAGEMENT LTD
Nov 2025 – Dec 2025
MELVILLE, NY
02

Registrations & Exams

Registration record
First registered · November 26, 2025
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EXCOMP ASSET MANAGEMENT LTD
CRD 110434 · SEC 801-43057
AUM
$137M
Regulatory assets under management
Employees
5
359 client accounts
Services offered by EXCOMP ASSET MANAGEMENT LTD
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at EXCOMP ASSET MANAGEMENT LTD →
Introduction

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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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Other Advisors at EXCOMP ASSET MANAGEMENT LTD

Gerard Thomas Breitner
GARDEN CITY, NY
ChFC
Timothy Dennis Atkinson
MELVILLE, NY

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