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Timothy Dennis Atkinson

EXCOMP ASSET MANAGEMENT LTD·MELVILLE, New York
Series 63Clean recordEXCOMP ASSET MANAGEMENT LTD
425 BROADHOLLOW RD, MELVILLE, NY 11747CRD# 1694708Firm CRD# 110434

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Dennis Atkinson · MELVILLE, NY
Registration
CRD #1694708 · EXCOMP ASSET MANAGEMENT LTD
Brand Profile
Not yet started
01

Career History

Mar 2026present
Nov 2025Dec 2025
MELVILLE, NY
02

Registrations & Exams

FINRA examinations passed
Series 63
Registration record
First registered · November 11, 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
Introduction

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05

Frequently Asked Questions

What services does Timothy Dennis Atkinson offer?
Timothy Dennis Atkinson specializes in Investment Management, Wealth Management. Contact their office in MELVILLE, New York for a consultation.
What are Timothy Dennis Atkinson's credentials?
Timothy Dennis Atkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Dennis Atkinson located?
Timothy Dennis Atkinson 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 Timothy Dennis Atkinson charge for services?
Timothy Dennis Atkinson'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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