Brett Testerman has been an investment adviser representative at Excomp Asset Management since January 2026, and is not listed among the firm’s executive officers or direct owners.
Excomp Asset Management LTD is a Melville, NY firm with $140M under management, 146 clients and 2 advisers in one office, as of its April 2026 filing.
- Excomp Asset Management LTDCurrent– present · under a yearMelville, NY · Adviser representative · Firm CRD 110434
Investment adviser representative registrations
Brett Testerman is registered as an investment adviser representative in 4 states. The first approvals date from January 2026; the most recent is Florida, in February 2026.
- FloridaSince 12 February 2026
- New JerseySince 16 January 2026
- New YorkSince 16 January 2026
- TexasSince 16 January 2026
Examinations
No examinations are on Brett Testerman’s record.
- Full name
- Brett John Testerman
- CRD
- 6155535
- Firm
- Excomp Asset Management · CRD 110434
- Office
- 425 BROADHOLLOW RD, SUITE 318, Melville, NY 11747
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Brett Testerman work?
Brett Testerman is an investment adviser representative registered through Excomp Asset Management LTD since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Brett Testerman a financial advisor?
Yes. Brett Testerman has a current investment-adviser registration in Florida, New Jersey, New York and Texas, through Excomp Asset Management since January 2026.
How many years of experience does Brett Testerman have?
Brett Testerman has 0 years in the financial industry, since December 2025, across 1 adviser firm.
Where is Brett Testerman based?
Brett Testerman’s registered office is in Melville, NY.
Is Brett Testerman registered with FINRA?
No. Brett Testerman has no current broker registration.
How can I verify Brett Testerman’s record?
Search CRD 6155535 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Testerman’s full registration record.
