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Zachary Smith

T2 Asset Management, LLC

Oak Brook, IL

Naperville, IL

CRD 4490212

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Employer firm

T2 Asset Management, LLC CRD 167714

$180M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
T2 Asset Management, Llc

1952 Mcdowell Rd Suite 101, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-22
  • IL RA
    APPROVED
    Since 2026-05-22

Branch Locations

2021 Midwest Rd Suite 200, Oak Brook, IL 60523 • United States

1952 Mcdowell Rd Suite 101, Naperville, IL 60563 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zeco Oak Brook IL 05/2015 Present
T2 Asset Management, Llc Oak Brook IL 01/2026 Present
Other Businesses

ZECO OAK BROOK, IL 60523 OWNER/INSURANCE AGENT SINCE 05/2015 NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-22
S63 Uniform Securities Agent State Law Examination 2002-01-22
  • S65 Uniform Investment Adviser Law Examination
    2026-05-22
  • S63 Uniform Securities Agent State Law Examination
    2002-01-22

View on SEC IAPD

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Nearby Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL

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