AdvisorOS Directory
Claim Profile
Unclaimed Profile
TA

Timothy Dennis Atkinson

EXCOMP ASSET MANAGEMENT LTD·MELVILLE, New York
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Dennis Atkinson 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
Introduction

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

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# 1694708
Firm CRD# 110434
View on FINRA BrokerCheck →

Looking for a financial advisor in MELVILLE?

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

Browse MELVILLE AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at EXCOMP ASSET MANAGEMENT LTD

Gerard Thomas Breitner
GARDEN CITY, NY
Brett John Testerman
MELVILLE, NY

More Advisors in MELVILLE, New York

Stephen Werner Kaupp
PFG INVESTMENTS, LLC·MELVILLE, NY
Christopher Philip Mittleman
MITTLEMAN INVESTMENT MANAGEMENT, LLC·MELVILLE, NY
Eric Andrew Diton
THE WEALTH ALLIANCE, LLC·MELVILLE, NY
Jennifer Marzano
GMAG MANAGEMENT LP·MELVILLE, NY
Kevin Kotler
BROADFIN CAPITAL, LLC·MELVILLE, NY
Brian David Powers
GM ADVISORY GROUP, LLC·MELVILLE, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19263)ROCHESTER (218)WHITE PLAINS (195)PURCHASE (158)SYRACUSE (156)BUFFALO (129)BROOKLYN (127)ALBANY (121)RYE (120)PITTSFORD (111)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile