Zachary Smith has been an investment adviser representative at T2 Asset Management since May 2026, and is not listed among the firm’s executive officers or direct owners. Zachary Smith studied at Elmhurst University.
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.
Zach Smith is Senior Financial Advisor of T2 Asset Management, based in Naperville, IL. He has spent the past 2 decades building a background in insurance-based wealth strategies, which led him to join T2 Asset Management.
- T2 Asset Management, LLCCurrent– present · under a yearOak Brook, IL · Adviser representative · Firm CRD 167714
Investment adviser representative registrations
Zachary Smith is registered as an investment adviser representative in Illinois, since May 2026.
- IllinoisSince 22 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 May 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 January 2002 |
| Series 7 | General Securities Representative Examination | 16 January 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4490212
- Firm
- T2 Asset Management · CRD 167714
- Office
- 2021 MIDWEST RD, SUITE 200, Oak Brook, IL 60523
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- t2assetmgmt.com
Where does Zachary Smith work?
Zachary Smith is an investment adviser representative registered through T2 Asset Management, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Smith a financial advisor?
Yes. Zachary Smith has a current investment-adviser registration in Illinois, through T2 Asset Management since May 2026.
How many years of experience does Zachary Smith have?
Zachary Smith has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Zachary Smith passed?
Zachary Smith has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 2002.
Where is Zachary Smith based?
Zachary Smith’s registered office is in Oak Brook, IL.
Is Zachary Smith registered with FINRA?
No. Zachary Smith has no current broker registration.
How can I verify Zachary Smith’s record?
Search CRD 4490212 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Smith’s full registration record.
