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Joseph Shane Contorno

T2 Asset Management, LLC

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About Joseph Shane Contorno

Joseph Contorno is an investment advisor representative associated with T2 Asset Management, LLC. Joseph has been in the financial services industry for over 19 years. Joseph specializes in financial planning and portfolio management for individuals and has a client base that is primarily comprised of high-net-worth individuals and individuals other than high-net-worth. Joseph is registered in the state of Illinois and has been employed at T2 Asset Management, LLC since 2017. Prior to his current position, Joseph worked at several financial institutions including LPL Financial LLC, Charles Schwab & Co., Inc., H&R Block Financial Advisors, Inc. and Morgan Stanley DW Inc.

Firm Information

Joseph Contorno is currently registered with T2 Asset Management, LLC. T2 Asset Management, LLC is an investment advisor located in NAPERVILLE, IL. The firm has 4 licensed agents, 5 investment advisor representatives, and 1 registered representative. T2 Asset Management, LLC manages approximately $140,000,000 in discretionary assets for 573 accounts. The firm provides financial planning and portfolio management services for individuals. They have 25 high-net-worth individual clients with $30,000,000 in assets under management and 548 other individual clients with $110,000,000 in assets under management. The firm's SEC number is 801-112202.
T2 Asset Management, LLC

1952 MCDOWELL RD

NAPERVILLE, IL 60563

$140.00M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Contorno’s Registration & Firm History

IL

01/02/2018 - Present

T2 Asset Management, LLC (NAPERVILLE IL)

IL

02/14/2014 - 09/19/2014

LPL FINANCIAL LLC (ELBURN IL)

IL

05/30/2007 - 04/19/2010

CHARLES SCHWAB & CO., INC. (NAPERVILLE IL)

IL

08/12/2005 - 05/14/2007

H&R BLOCK FINANCIAL ADVISORS, INC. (ST. CHARLES IL)

NY

06/13/2001 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 07/27/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Shane Contorno.
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