Daniel Kuczero has been an investment adviser representative at T2 Asset Management since May 2015, and is not listed among the firm’s executive officers or direct owners. Daniel Kuczero holds a Degree in Biology & Chemistry from Lakeland College.
T2 Asset Management, LLC is a Naperville, IL firm with $180M under management, 560 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Daniel Kuczero is Financial Advisor of T2 Asset Management, based in Naperville, IL. Before joining T2 Asset Management, he was a financial advisor with Upstream Investment Partners, where his focus included retirement planning, retirement income strategies and wealth management. He has been helping clients with investment advice and financial planning since 2006.
Daniel Kuczero’s longest registration is the current one, 11 years at T2 Asset Management since 2015. Before joining T2 Asset Management in 2015, Daniel Kuczero was registered through SPC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- T2 Asset Management, LLCCurrent– present · 11 yearsNaperville, IL · Adviser representative · Firm CRD 167714
- SPC– · 2 yearsLisle, IL · Adviser representative · Firm CRD 110692
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearLisle, IL · Adviser representative · Firm CRD 7691
- Edward Jones– · 3 yearsElburn, IL · Adviser representative · Firm CRD 250
Professional designations
Listed by T2 Asset Management
- AIF
- CRPC
Investment adviser representative registrations
Daniel Kuczero is registered as an investment adviser representative in Illinois, since May 2015.
- IllinoisSince 5 May 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 January 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 December 2005 |
| Series 7 | General Securities Representative Examination | 23 December 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Patrick Kuczero
- CRD
- 5060233
- Firm
- T2 Asset Management · CRD 167714
- Office
- 1952 MCDOWELL RD, SUITE 101, Naperville, IL 60563
- Registration
- Investment adviser registration
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- t2assetmgmt.com
Where does Daniel Kuczero work?
Daniel Kuczero is an investment adviser representative registered through T2 Asset Management, LLC since May 2015, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Kuczero a financial advisor?
Yes. Daniel Kuczero has a current investment-adviser registration in Illinois, through T2 Asset Management since May 2015.
How many years of experience does Daniel Kuczero have?
Daniel Kuczero has 19 years in the financial industry, since February 2007, across 4 adviser firms.
What exams has Daniel Kuczero passed?
Daniel Kuczero has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 2005. FINRA credited Daniel Kuczero with the SIE, which began in October 2018.
Where did Daniel Kuczero work before T2 Asset Management?
Before T2 Asset Management, Daniel Kuczero was registered through SPC, June 2012 to May 2015; Merrill Lynch, Pierce, Fenner & Smith Incorporated, August 2010 to June 2012; Edward Jones, February 2007 to August 2010.
Where is Daniel Kuczero based?
Daniel Kuczero’s registered office is in Naperville, IL.
Is Daniel Kuczero registered with FINRA?
No. Daniel Kuczero has no current broker registration.
How can I verify Daniel Kuczero’s record?
Search CRD 5060233 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Kuczero’s full registration record.
