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Michael Ryan Testa

Investment adviser representative at Naylor & Company
11 yearsExperience
2 statesRegistered in
$103.4MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Naylor & CompanyAug 2025 to now
  2. UnemployedApr 2025 to Aug 2025
  3. QuinstreetApr 2024 to Apr 2025
  4. Scale Ai/outlier AiAug 2023 to Apr 2024
  5. Rocket MortgageMay 2021 to Aug 2023
  6. NY Stata Department of HealthSep 2020 to May 2021
  7. WyzantOct 2019 to Mar 2020
  8. Extended TravelSep 2018 to Sep 2020
  9. Heavy Photon SearchSep 2017 to Sep 2018
  10. Fermi Gamm-ray Space TelescopeSep 2015 to Sep 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (CA, NY).

Naylor & Company

Legal name: Naylor & Company Investments, LLC

$103.4MAssets managed
105Clients
4Advisers
Under 1 yearIn 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
8148565
Firm CRD
124924
Advisor's SEC record (opens in a new tab)
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