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Daniel Patrick Kuczero

AIF®
T2 ASSET MANAGEMENT
NAPERVILLE, IL
·CRD# 5060233·20 years experience

Professional Summary

Daniel Patrick Kuczero, AIF® is a registered financial advisor currently at T2 ASSET MANAGEMENT, LLC located in Naperville, Illinois. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Daniel has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

20 years in the financial services industry

Current & Past Employments

T2 ASSET MANAGEMENT, LLC·CRD# 167714
RIA
1952 Mcdowell Rd Suite 101, Naperville, IL 60563
May 5, 2015 - Present
SPC·CRD# 110692
RIA
Lisle, IL
June 15, 2012 - May 4, 2015
SIGMA FINANCIAL CORPORATION·CRD# 14303
BD
Lisle, IL
June 15, 2012 - May 4, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Lisle, IL
August 16, 2010 - June 18, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Lisle, IL
August 16, 2010 - June 18, 2012
EDWARD JONES·CRD# 250
RIA
Elburn, IL
February 2, 2007 - August 18, 2010
EDWARD JONES·CRD# 250
BD
Elburn, IL
January 1, 2006 - August 18, 2010

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Current Firm

TA
T2 ASSET MANAGEMENT, LLC

HAMMOND CAPITAL MANAGEMENT, LTD. | TIMOTIC, DRAGAN | T2 ASSET MANAGEMENT, LLC

CRD#: 167714 / SEC#: 801-112202
RIA
Registered Investment Advisory firm - SEC (12/18/2017 Approved)
Florida
Registered Investment Advisory firm - Florida (12/20/2017 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (12/18/2017 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (1/3/2018 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (12/18/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1952 Mcdowell Rd Suite 101, Naperville, IL 60563

Phone Number

(888) 354-8499

# of Employees

8

SEC notice filing (10 States and Territories)

Registered to provide investment advisory services in 10 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

T2 ASSET MANAGEMENT, LLC ADV PART 2A (3/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

850

AUM (Assets Under Management)

$180,000,000

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance Licensed Life and Health

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
T2 ASSET MANAGEMENT, LLC

HAMMOND CAPITAL MANAGEMENT, LTD. | TIMOTIC, DRAGAN | T2 ASSET MANAGEMENT, LLC

CRD#: 167714 / SEC#: 801-112202
RIA
Registered Investment Advisory firm - SEC (12/18/2017 Approved)
Florida
Registered Investment Advisory firm - Florida (12/20/2017 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (12/18/2017 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (1/3/2018 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (12/18/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Illinois
(5/5/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed May 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2005About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Daniel Patrick Kuczero's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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