Brett John Testerman
Investment adviser representative at Excomp Asset Management Ltd
23 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$140.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Excomp Asset Management LtdOct 2003 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, TX).
Excomp Asset Management Ltd
$140.2MAssets managed
146Clients
2Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6155535
- Firm CRD
- 110434