Brandon Joseph Tacconelli

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → Present
  Thinking Big Financial
  New York, NY
• 01/2020 → 01/2021
  Tvm Paraplanning
  Ocean View, DE
• 10/2019 → 12/2019
  Unemployed
  Ocean View, DE
• 09/2018 → 10/2019
  Sunrun Solar
  Wilmington, MA
• 03/2018 → 09/2018
  Sunrun Solar
  Phoenix, AZ
• 04/2015 → 03/2018
  Wegowise
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-16

Designations

• Certified Financial Planner