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James J Marrocco

Thinking Big Financial

Brooklyn, NY

CRD 5472578

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Employer firm

Thinking Big Financial CRD 287476

$93.0M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Thinking Big Financial

355 Court Street 2Nd Floor, Brooklyn, NY 11231 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-22
TX RA APPROVED_RES 2020-03-19
  • NY RA
    APPROVED
    Since 2021-06-22
  • TX RA
    APPROVED_RES
    Since 2020-03-19

Branch Locations

355 Court Street 2Nd Floor, Brooklyn, NY 11231 • 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
Zweig-Dimenna Associates New York NY 07/2007 05/2017
Thinking Big Financial New York NY 05/2017 Present
  • 07/2007 → 05/2017
    Zweig-Dimenna Associates
    New York, NY
  • 05/2017 → Present
    Thinking Big Financial
    New York, NY
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Jim Marrocco

View on SEC IAPD

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Nearby Investors

JAMES DANIEL VAVAS
Anthony Joseph Cavalcante
JOSEPH JOHN COSENZA

Nearby Offices

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