Timothy Atkinson is Chief Compliance Officer and President of Excomp Asset Management, is a control person of the firm and directly owns 75% or more of it. Timothy Atkinson holds a Bachelor of Science in Business Management from St. John's University and a Certificate in Financial Planning from New York University.
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.
Timothy Atkinson is President and Portfolio Manager of Excomp Asset Management, based in Melville, New York. He specializes in retirement and investment planning as well as asset management. Atkinson joined Excomp after spending thirteen years on the institutional side of Wall Street, four and one half of which were spent in Tokyo, Japan.
- Excomp Asset Management LTDCurrent– present · under a yearMelville, NY · Adviser representative · Firm CRD 110434
Professional designations
Listed by Excomp Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Timothy Atkinson is registered as an investment adviser representative in 4 states. Each was approved in March 2026.
- FloridaSince 11 March 2026
- New JerseySince 6 March 2026
- New YorkSince 4 March 2026
- TexasSince 4 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 8 February 1995 |
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Timothy Dennis Atkinson
- CRD
- 1694708
- Firm
- Excomp Asset Management · CRD 110434
- Role
- Chief Compliance Officer; President
- Office
- 425 BROADHOLLOW RD, SUITE 318, Melville, NY 11747
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- excompam.com
Where does Timothy Atkinson work?
Timothy Atkinson is Chief Compliance Officer; President of Excomp Asset Management LTD, and is a control person of the firm.
Is Timothy Atkinson a financial advisor?
Yes. Timothy Atkinson has a current investment-adviser registration in Florida, New Jersey, New York and Texas, through Excomp Asset Management since March 2026.
How many years of experience does Timothy Atkinson have?
Timothy Atkinson has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Timothy Atkinson passed?
Timothy Atkinson passed the Series 63 in February 1995.
Where is Timothy Atkinson based?
Timothy Atkinson’s registered office is in Melville, NY.
Is Timothy Atkinson registered with FINRA?
No. Timothy Atkinson has no current broker registration.
Is Timothy Atkinson a CFP?
Excomp Asset Management lists Timothy Atkinson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Timothy Atkinson’s record?
Search CRD 1694708 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Atkinson’s full registration record.